ifa - News and Insight for Independent Financial Advisers
Financial adviser and PlanningSolo founder, Jordan Vaka, explains the importance of community among advisers as part of ifa’s holiday advice series
News for financial planners and advisers - ifa
Dec 23, 2024 · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
IFA Excellence Awards - 2024 Winners and Finalists | IFA
Holistic Adviser of the Year - NSW. Abraham Aguilan, Affluens360 Tanya Carlson, Amplify Wealth Management. Andrew Debono, Peak Wealth Management. Stefano Duro, Pure Private Wealth
About us - ifa
Phillip is a media executive with over 20 years’ experience, in a career that spans finance, real estate, business and economics. He has a passion for property and leads the content strategy for the market and business intelligence platforms at Momentum Media (www.momentumemdia.com.au) aimed at the real estate and consumer wealth sectors.This includes REB (realestatebusines.com.au), RPM ...
Finalists revealed for ifa Excellence Awards 2024 - ifa
Oct 14, 2024 · Returning for its 11th year, in collaboration with principal partner Padua, the ifa Excellence Awards celebrates the outstanding achievements of independent financial advisers and practices, as well as the broader financial services industry across Australia. A total of 304 finalists will battle it out for awards across 20 individual and 13 group submission-based categories this year.
More than 10m Australians open to seeking financial advice
Dec 10, 2024 · The 2024 Australian Financial Advice report reveals evolving priorities across Australia’s financial advice landscape, with insights into changing client expectations and adviser engagement.. The latest report indicates there is a high demand for advice, with more than 10 million Australians open to seeking financial advice.
More than 20k candidates have passed the adviser exam - ifa
Dec 9, 2024 · In comparison, the March and June sittings in 2024 both saw 70 per cent of candidates pass the exam. This turnaround in pass rates is of particular note as it is also the most successful round since the Australian Securities and Investments Commission (ASIC) made changes to the exam earlier this year, removing short answer questions, leaving only multiple choice questions.
How many clients are advisers really servicing? - ifa
Aug 28, 2024 · According to research firm CoreData’s Future of Advice report, the average number of clients is now 136 per adviser, with those practices with strong growth plans managing on average of 142 clients per adviser.. The recent Investment Trends’ 2024 Adviser Business Model report, however, found that advisers are managing the least number of clients since the firm first conducted this research ...
FPA and AFA officially merge to become the FAAA - ifa
Apr 3, 2023 · The AFA and FPA confirmed that while FPA members will start to see a transition to the new FAAA branding over coming weeks, the AFA will continue to operate under its own brand until 30 June, when those members who renew will move to the FAAA.
Latest Issue - ifa
From business growth strategies and best practice to market intelligence, insights, opinion and all the latest industry news, ifa magazine is the must-read title for Australian financial planners and advisers.