Independent Financial Adviser12h
Adviser losses to ‘offset’ new entrant gains
The latest weekly numbers for 2024 from Wealth Data, the final ones for the year, show the industry is so far reporting a ...
Independent Financial Adviser13h
ASIC prosecution leads to 3-year sentence for Courtenay House promoter
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services.
Independent Financial Adviser13h
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 Adviser13h
$200k tax bill leads to FSCP action
The FSCP has given a relevant provider a written direction after a superannuation rollover resulted in tax bill of over ...
Independent Financial Adviser3d
Should the CSLR be extended to cover managed investment schemes?
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, not all ...
Independent Financial Adviser3d
Advisers making a ‘lasting impact on financial wellbeing’
What was the biggest achievement for the profession this year? This year, the financial advice profession made tremendous ...
Independent Financial Adviser3d
Why tax deductibility was the biggest advice change in 2024
December 2023 saw two consequential announcements just a week apart – Financial Services Minister Stephen Jones outlined the ...
Independent Financial Adviser3d
Bolstered billionaire set an opportunity for advice
The UBS Billionaire Ambitions Report 2024 tracks the wealth of over 2,500 billionaires across the Americas, Europe, the Middle East and Africa (EMEA) and Asia-Pacific (APAC). It revealed that over the ...