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Independent Financial Adviser
2 小时
Podcasts to power up your back-to-work preparation
Everyone has a podcast these days, right? Get motivated for a fresh year at work or just have a laugh with podcasts by ...
Independent Financial Adviser
9 天
Advice profession has ‘started paying attention to wealth accumulators’
Financial adviser and co-founder of Fox & Hare Financial Advice, Glen Hare, explains how the profession embraced younger ...
Independent Financial Adviser
2 天
The ifa watch list: Advice-related movie picks for the holiday break
Financial advice isn’t a profession that is well-represented in film and television, but the cupboard isn’t entirely bare.
Independent Financial Adviser
9 天
Advisers embraced ‘community spirit’ in 2024
Director of Wealth Planning Partners, Amanda Cassar, explains how the profession has grown over 2024 as part of ifa’s holiday advice series.
Independent Financial Adviser
9 天
‘Hope tempered by a realistic awareness of the challenges ahead’
Senior financial adviser at FMD Financial and the chair of Pro Bono Financial Advice Network (PFAN), Nicola Beswick, explains ...
Independent Financial Adviser
9 天
‘Never as good or bad as it seems’
The managing director of Rising Tide Financial Services, Matt Hale, shares his thoughts on the year ahead as part of ifa’s ...
Independent Financial Adviser
11 天
Your holiday reading list of books by advisers
Targeted towards women, Baker’s book covers the fundamentals of finance, long-term wealth accumulation, navigating aged care ...
Independent Financial Adviser
12 天
The 2024 risk wrap: DBFO, commissions and too few advisers
Kicking off 2024, in January the Financial Advice Association Australia (FAAA) declared that the advised life insurance ...
Independent Financial Adviser
11 天
Government launches Regulatory Initiatives Grid, DBFO consultations set for Q1
The first edition of the federal government’s Regulatory Initiatives Grid lists public consultation on exposure draft ...
Independent Financial Adviser
11 天
‘Accessibility, affordability, talent pipelines, tech’: The big issues of 2024
Senior financial planner at Rising Tide Financial Services, Rebecca Pritchard, explains how the profession embraced ...
Independent Financial Adviser
6 年
Awards categories
1. Get to know more about the categories for awards by downloading the criteria for judging. Simply fill out the form below and select the category you want to download. 2. Check the boxes of the ...
Independent Financial Adviser
15 天
Bolstered billionaire set an opportunity for advice
As advisers put greater focus on providing offerings for high-net-worth investors, research from UBS has found the number of ...
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