Independent Financial Adviser1d
‘Must not be repeated’: Anderson pushes for Dixon clients to be heard during Senate inquiry
The FAAA’s Phil Anderson has argued that the insights of former Dixon Advisory clients during the inquiry into its collapse ...
Independent Financial Adviser2d
Increasing demand for ESG a boost for financial advice
The outlook for financial advisers that integrate a strong focus on ESG is positive in 2025, according to a new report, ...
Independent Financial Adviser2d
ASIC responds to senator’s conflict of interest concerns
The corporate regulator has defended its approach to disclosing conflicts of interest in response to questions from an ...
Independent Financial Adviser2d
Adviser exits ramp up over Christmas and New Year period
According to Wealth Data’s analysis of the Financial Advisers Register (FAR) between 19 December 2024 to 9 January 2025, there was a net decline of 34 advisers during the Christmas and New Year period ...
Independent Financial Adviser2d
Could AI increase advisers’ capacity to 250 clients each?
Speaking on IMAP’s Independent Thought podcast series, Marin Wealth managing director Pedro Marin Ramirez explained how his firm is currently using artificial intelligence (AI) to assist in writing ...
Independent Financial Adviser3d
‘Shouldn't fear accountants’ providing advice: Howarth
Shadow financial services minister Luke Howarth said accountants are “trusted individuals” and he is open to them providing ...
Independent Financial Adviser3d
Financial services urged to prioritise growing the impact investment sector
According to the Global Impact Investing Network (GIIN), the global impact investment sector has grown by an annual compound growth rate of 21 per cent since 2019, now valued at $2.45 trillion in ...