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                            22 November 2024                        
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                                by Rhea Nath                            
                                            
Adviser hit with 3 month suspension over ROA misuse

                        The FSCP has handed down a three month suspension to a  financial adviser for incorrect use of records of advice for three clients.

The Financial ...                    

                        READ MORE

Super funds should ‘keep pressuring’ Labor on QAR changes: Howarth

The shadow financial services minister has used a speech at the ASFA conference to urge swift action in delivering ...

ASIC updates regulatory guidance docs ahead of DBFO changes

The corporate regulator has delivered a swathe of updated guidance documents for financial advisers in line with the ...

Clime launches advice licensee following Madison divestment

Clime has opened a new AFSL with eight advisers following its sale of Madison Financial Group earlier this year

‘Middleware’ key to easing beleaguered advisers’ data woes

As the advice profession scrambles for ways to improve efficiency, an Australian fintech has said advisers need a ...

The transformation of advice

Details: Written by: The ifa team; Category: Strategy; Published: 20 December 2019; Hits: 5323

Yes

The team at ifa looked back at some of the key moments in the world of financial advice in Australia in 2019, all stemming from one day in February.

Read more: 2019: The transformation of advice

James Wrigley

Details: Category: Strategy; Published: 21 May 2019; Hits: 6122

Yes

Having travelled up the ladder from admin to principal, James Wrigley of First Financial works with younger clients starting their advice journeys and those at the other end looking to enter aged care.

Read more: Advising through life

Pamela Anderson

Details: Category: Strategy; Published: 21 May 2019; Hits: 5732

Yes

After 10 years in the finance sector, Pamela Anderson decided to strike out and start her own business.

Read more: Running the show

Lance Meikle

Details: Category: Strategy; Published: 18 March 2019; Hits: 7166

Profile

Yes

Gold Coast-based Lance Meikle is trying to do something different with his practice, by focusing on what his clients want to leave behind instead of investments.

Read more: Creating a legacy

Golf hole

Details: Category: Strategy; Published: 06 March 2019; Hits: 7141

Retirement Strategies

Yes

Financial advisers, super funds and politicians are all looking for a solution to the increasing longevity of Australians

Read more: The long game

Marijuana

Details: Category: Strategy; Published: 05 March 2019; Hits: 8297

Marijuana Investing

Yes

Now is the time to make money off drugs. The good news is that you no longer have to be a cartel of Pablo Escobar proportions to earn it.

Read more: The blunt truth

Robert Rich

Details: Category: Strategy; Published: 21 February 2019; Hits: 9597

Profile

Yes

Robert Rich says he never works a day in his life because he genuinely loves what he does.

Read more: Passion for finance

Global Equities

Details: Category: Strategy; Published: 20 February 2019; Hits: 2888

Global Equities

Yes

After a volatile 2018, the year ahead looks just as choppy for equities as geopolitical events plague share markets across the globe.

Read more: Finding value in volatility