Search Results | Showing 31 - 40 of 4425 results for "Practice" |
| | | ... think of their client's data akin to a precious diamond. "If you could imagine the lifetime value of a client in your practice, wouldn't it be that of a precious gemstone? And if that's the case, then you can relate to the fact that you might lose that ... |
| | | | When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ... |
| | | | ... Self-managed super funds are an integral part of that choice," he said. "Self-managed super was a key component of the original practice legislated in 1993, and it will remain critical under a future coalition government and to support choice individual ... |
| | | | An extensive review of processes across superannuation trustees, financial advisers and advice licensees has found very little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance ... |
| | | | ASIC is putting the pressure on financial advisers to provide appropriate SMSF advice using "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior ... |
| | | | ... worked as a relationship manager. His prior experience includes working at BT Financial Group as a key account manager and practice specialist for accountants. Cassidy also worked at AMP in managerial roles for more than six years. MacDonald and Cassidy ... |
| | | | ... March 28 to file its defence. The first case management hearing is scheduled for May 10. According to Shine Lawyers' practice leader Hadi Boustani, up to 500,000 Rest members may be affected. "This was money down the drain for fund members who paid ... |
| | | | Commonwealth Bank was fined $10.3 million by the Federal Court for its involvement in wage theft which led to $16 million in underpayments to over 7400 workers. The case emerged after the Finance Sector Union (FSU) uncovered the bank's systematic ... |
| | | | ... are scheduled for March 14. Explaining the decision further, the asset manager said: "Changes to regulation and market practice have led BAM to form a view that future growth will be better supported by an independent responsible entity... BAM does not ... |
| | | | ... practices and advisers, but the number of representatives has stabilised year on year. Average revenue per adviser and practice of $1.75 million is above industry norms, he said. Overall, the advice unit recorded an underlying NPAT loss of $47 million ... |
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