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News for financial planners and advisers - ifa
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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.
Insignia spruiks ‘power of financial advice’ in new strategy
1 day 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 ...
How to foster diversity and inclusion in the workplace - ifa
1 day ago · Ahead of the Women in Finance Summit 2024, Matina Moffitt, partner, financial services – superannuation, audit, and assurance at BDO Australia, said true diversity can be achieved in the workplace when employees from different backgrounds feel comfortable enough to voice their ideas. “For example, people from different cultural backgrounds may be timid.
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.
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 ...
Latest Issue - ifa
For over 14 years ifa magazine has been the trusted source of information for Australia's financial planning sector. 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. subscribe now.
‘Opportunity everywhere’: Creativity key to advisers maintaining …
3 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 ...
Finalists revealed for ifa Excellence Awards 2022 - ifa
Oct 5, 2022 · Finalists revealed for ifa Excellence Awards 2022. Over 200 finalists are in the running to win an award at this year’s ifa Excellence Awards. news. October 05, 2022 By Malavika Santhebennur. Ifa is pleased to unveil the finalists for the ninth annual ifa Excellence Awards, the most coveted accolade in the advice industry.