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New in the Knowledge Centre
Leveraging advice technology to grow your practice
November 16, 2021
Regulation and Innovation
November 10, 2021
How SaaS can improve your insights and reduce costs for your clients
November 10, 2021
ifa latest news
- How satisfied are advisers with regulators, government and associations?Research from CoreData has shown that just 5 per cent of advisers are satisfied with the government, with regulators not faring much better.
- Why separating the practice manager role is importantWhile it’s very common for an advice business owner to wear multiple hats within their firm – such as adviser, owner, and manager – a recent report says businesses should aim to separate these roles as soon as possible.
- Centrepoint Alliance adviser growth drives $7.8m profit for FY23–24Centrepoint Alliance says it is optimistic it can benefit from licensee switching to grow organically as it reports an increase of $1.5 million in its net profit after tax.