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Showing 21 - 30 of 122 results for "Financial Professionals"

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... red tape and compliance costs to bring the number of advisers back to a sustainable level." Howarth said financial professionals are trusted members of the community and need a government which respects and prioritises them. "Financial advice reform ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
The Association of Independently Owned Financial Professionals (AIOFP) has partnered with fintech firm moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership ...

CA ANZ launches AI fluency certificate for finance professionals

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... Chartered Accountants Australia and New Zealand (CA ANZ) has launched an AI Fluency certificate to arm financial professionals with the skills to work with Generative AI. CA ANZ group executive education and marketing Simon Hann said the certificate ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
The Association of Independently Owned Financial Professionals (AIOFP) and the Institute of Financial Professionals Australia (IFPA) have signed a Memorandum of Understanding to enter into a "strategic alliance". IFPA board member Scott Heathwood told ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... accessing financial advice has stayed relatively stable over the past three years." He believes those financial professionals that are providing "innovative" solutions could benefit from those who are not advised. The sentiment is supported by Stake ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... units of study that meet local legislative standards. Abood said this partnership will pave the way for financial professionals to move between Australia and India, offering members and aspiring professionals with opportunities to expand their expertise ...

$3m super tax edges closer to reality

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... National Farmers Federation, the Tax Institute, the Business Council of Australia and the Institute of Financial Professionals Australia." She was also disappointed in the lack of engagement from the Liberal National Party, members of which "decided ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... allocation and a further 21% currently evaluating them. We anticipate a greater adoption rate as more financial professionals become acquainted with the benefits and portfolio construction opportunities of smart-beta ETFs," Neiron said.

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
... prove opportunistic for advisers. "While advice accessibility is a challenge, improving productivity for financial professionals through ongoing investment in technology presents a significant opportunity," Steele said. "We're also encouraged by the ...

Vote for Financial Standard in Australian Financial Industry Awards

STAFF WRITER  |  WEDNESDAY, 11 SEP 2024
... industry." Introduced this year, the Australian Financial Industry Awards are hosted by the Institute of Financial Professionals Australia, which represents the tax, accounting, superannuation, and financial advice profession. The association has been ...