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ART supports new class of adviser with a strong consumer safety focus
18+ hour, 52+ min ago —...adviser, Australian Retirement Trust’s (ART) head of advice, Anne Fuchs... ...Speaking on an episode of Momentum Media’s Relative Return podcast, Fuchs... ...Griffith University is my old university in Queensland, and so they... ...“We have intakes of graduates coming in from Griffith University,...
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Technical drafting may render FSG exemption ‘almost entirely redundant’
1+ day, 19+ hour ago —...In a webinar by law firm Cowell Clarke, financial services specialist... ...lawyer Zac Mizgalski explained how financial advice firms can go... ...or the Australian Securities and Investments Commission (ASIC).... ...Treasury obviously hasn’t explained themselves, and ASIC hasn’t yet...
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Court dismisses charges against former Macquarie adviser
1+ week, 3+ day ago —...The case against former Macquarie financial adviser Warren Scott... ...with Macquarie Equities Limited....
ifa.com.au > news
Finalists unveiled for Women in Finance Awards 2024
3+ week, 12+ hour ago —..., Esencia Wealth, and Big Oak Financial Services.... ...’s awards in the Financial Adviser of the Year category.... ...the black-tie gala ceremony on Friday, 15 November 2024 at Hyatt Regency... ...Women in the wider financial services industry were also rewarded...
ifa.com.au > news
What to consider in an estate plan
3+ week, 12+ hour ago —...Appearing on Ausbiz, Freshwater Wealth founder Roger Perrett explained... ...Perrett said.... ...chief executive Craig Brooke explained that a number of factors,... ...According to Perrett, there has also been a slight increase in the...
ifa.com.au > news
Will tax deductibility improve access to advice?
1+ week, 1+ day ago —...Speaking with ifa, Cowell Clarke financial service lawyer Emma Johnson... ...The Australian Taxation Office’s (ATO) final determination, released... ...Speaking with ifa in August, Devlin noted that, given the holistic... ...on the individual cases where it’s really client-dependent,” Devlin...
ifa.com.au > news
Financial literacy key for money-anxious Gen Z
1+ week, 4+ day ago —...Indeed, half of Gen Z defined financial wellbeing as having no financial... ...fewer financial obligations than those in later life stages, Gen... ...According to Dr Ben Neilson, a financial adviser at Complete Wealth... ...Interestingly, one of the ways that Gen Z Australians are looking...
ifa.com.au > news
How can licensees support advisers to report financial abuse?
3+ week, 19+ hour ago —...In a conversation with ifa, Wealth Planning Partners director Amanda... ...Next, I’m calling the fund manager to say, look, we believe this... ...because it can take three to six months to go to your local Civil Administrative... ...capacity, are we calling the client directly and saying, ‘Look Bill, Ted...
ifa.com.au > news
Tribel partners with fintech to enhance estate planning services
1+ week, 5+ day ago —...Speaking on the decision to partner with Yodal, Tribel national head... ...Financial services firm Tribel has partnered with Yodal to introduce... ...Brandon Thompson, Yodal chief executive, said awareness of the importance... ...tax outcomes and potential brand damage to the advisory firm,” Thompson...
ifa.com.au > news
How a ‘love of financial advice’ led an adviser to pursue a PhD
2+ week, 17+ hour ago —...Speaking on a recent episode of The ifa Show, Dawn Thomas, a senior... ...wealth adviser at The Wealth Designers, argued that having financial... ...To hear more from Dawn Thomas, tune in here.... ...that having an academic background to the experience of a financial adviser...