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IFA Excellence Awards - 2024 Finalists | IFA
Transformation of the Year - Individual. Jessica Brizuela, Allied Wealth. John Cachia, Thriving Wealth. Joel Carty, Solace Financial. Yin Chin (Janice) Choo, Big Oak Financial Services. Michael Khouri, Better Financial Planning Australia. Timothy Lea, Pivot Wealth. Adam Niksic, RSM Financial Services Australia. Wayne Terry, Financial Edge Group.
Submissions open for ifa Excellence Awards 2024 - ifa
Aug 13, 2024 · The unparalleled ifa Excellence Awards is returning for its 11 th year, with support from principal partner Padua, to recognise independent financial advisers and their practices as well as the top businesses and professionals in the financial services sector across Australia.. Submit an entry or nominate a worthy colleague or business by Thursday, 12 September 2024, for the opportunity to be ...
News for financial planners and advisers - ifa
Neither. 43.9%. See details. News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Insignia spruiks ‘power of financial advice’ in new strategy
23 hours ago · Insignia Financial said its new business strategy is aimed at becoming Australia's “leading and most efficient wealth management company by 2030”, focusing on technology and product innovation, cost optimisation, and simplification. In an ASX announcement ahead of its investor day in Sydney, Insignia said that its strategy for the 2026-2030 ...
Bounce back week for adviser numbers as 7 new licensees open
6 days ago · The financial advice sector has benefited from a net rise of 11 advisers this week, according to Wealth Data. In the week ending 7 November, overall adviser numbers neared the 15,500 mark yet again at 15,496. The week’s net growth of 11 was due to many advisers completing their move to new licensees, Wealth Data observed.
Webcasts - ifa
1 day ago · CSLR uncovered: Adviser impacts and the path forward. 12 November 2024. 11:00am AEDT • 60 minutes. Register now to watch the live webcast.
‘Opportunity everywhere’: Creativity key to advisers maintaining …
2 days ago · There’s opportunity everywhere,” he said. “If technology is going to impact these jobs and legislation is going to impact these jobs for better or for worse, it just means that the people that are quickest at adapting to change and moving and coming up with new ways of doing things, whether that be volume, whether that be creating a new ...
Research finds financial adviser numbers are stabilising - ifa
Apr 28, 2023 · According to Adviser Ratings’ 2023 Australian Financial Advice Landscape report, which provides a snapshot of the wealth management industry, adviser numbers are stabilising for the first time in five years. For the roughly 15,800 advisers that have stayed in the profession, Adviser Ratings said that many have reported increases in …
Digital advice association to launch shortly to advocate for ... - ifa
April 12, 2023 By Maja Garaca Djurdjevic. Fund manager abrdn and three fintech firms, Ignition Advice, moneyGPS, and Advice Intelligence, are currently finalising the formalities to establish the Australian Digital Advice Association (ADAA), aimed at advocating for change in financial advice regulation and improving the delivery of digital ...