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ifa
74 followers -
Providing news and resources for financial advisers and planners
Providing news and resources for financial advisers and planners

74 followers
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ifa's posts

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Infocus acquires financial advice firm - Infocus Wealth Management has announced it has purchased another financial advice business as part of its succession plan offering to aligned firms.

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Henderson appoints new sales director - Henderson Global Investors has picked up the former vice president of BlackRock, as it looks to drive growth and better support Queensland-based financial advisers

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MA Operator launches new ROA tool - An Australian fintech company MA Operator has launched a new tool for advisers that reduces the time required to generate a record of advice.

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Decimal appoints new execs, looks toward growth - Decimal has announced two new appointments as the company focuses on growing market share in the enterprise digital financial advice sector.

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Advisers make last-ditch attempt to stop LIF - Two Sydney-based advisers have made 11th-hour submissions to the life insurance inquiry suggesting the government reconsider the Life Insurance Framework bill before likely passing it through Parliament soon. 

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ASFA takes stance against proposed superannuation ombudsman - The proposal to replace the Superannuation Complaints Tribunal with an ombudsman could put consumers at risk, the Association of Superannuation Funds of Australia (ASFA) has argued.

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Banks to soon implement bad adviser protocol - The Australian Bankers’ Association has announced that its adviser checking protocol, which looks to share information on poorly-behaved financial advisers, will be implemented this February.

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Futuro picks up former Suncorp dealer group exec - Non-aligned licensee Futuro Financial Services has announced it appointed a former Suncorp Financial Planning executive as its new national manager of advice.

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REST launches new member service using artificial intelligence

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Unpaid invoices hampering small business growth - New research has found that small and medium-sized enterprises are struggling to grow due to a sea of unpaid invoices amounting to $76 billion.
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