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Showing 41 - 50 of 71 results for "IFAs"

Why SMSFs are attractive to Gen X and Gen Y

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
... targeted their own customers for superannuation and have always sold via their wealth management subsidiaries which have used IFAs. "There has been a disconnect between fund and member. Disruption will come when somebody starts dealing with the customer," ...

Mandatory qualifications will lead to adviser exodus

ALEX BURKE  |  WEDNESDAY, 27 MAY 2015
... mirroring what's already happening in the world," he said. "They lost about 30% of financial planners in banks and 20% of the IFAs. Different market, sure, but similar changes." Tynan said he feared for the "old and bold" - the Baby Boomer planners - ...

IFAs to benefit from budget

ALEX BURKE  |  TUESDAY, 12 MAY 2015
The 2015 budget's $5.5 billion jobs and small business package will benefit independent financial advice businesses, according to industry commentators. The package includes a 1.5% tax cut for all small business (incorporated or not), a 5% tax discount ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
... so much arrogance and disconnect between platform providers, dealer groups and the actual [independent financial advisers] IFAs," she said, and added that "technology is changing and they're not keeping up with the actual needs of the adviser." As a ...

Beacon approves DomaCom fractional property fund

STAFF WRITER  |  MONDAY, 19 MAY 2014
... property fund was launched in February and was aimed at meeting the needs of the independent financial advice (IFA) sector. "IFAs such as the Beacon Financial Group are our target market because the fund caters for their business model as well as providing ...

BT Financial Group posts 21% profit rise

MARK SMITH  |  MONDAY, 5 MAY 2014
... financial advisers to help them meet their financial goals and we are committed to supporting independent financial advisers (IFAs) to deliver on their clients' objectives." The group's funds under management (FUM) were up 25% in the period and funds ...

FEATURE: Advisers go solo

LAURA MILLAN  |  FRIDAY, 28 FEB 2014

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
Small-to-medium enterprises and IFAs will now have access to Provisio Technologies' (Provisio) online scaled advice system via a free online trial. Prior to this the financial advice technology firm's advice tools had been used by major superannuation ...

COIN mulls Revex acquisition

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
... Revex software on an exclusive basis for Rubik Wealth's customers, including institutions, independent financial advisors (IFAs) and industry superannuation funds, as well as non-exclusive rights for other customers. If both companies reach an agreement ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... executive Cameron O'Sullivan and CTO Jye Tucker, join Rubik's wealth management team. It will also provide institutions and IFAs with the ability to access Provisio's scaled advice platform as well as the complex advice solution of COIN Software. Rubik ...