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| | ... can add enormous value to a practice amidst consolidation and fragmentation by promoting financial advice and helping advisers deliver advice to the market. "In many ways these managers were perhaps the most challenged - after all their role has been ... |
| | | ... analysts will always participate in reviews; reports will be concise and outline key decision-making points for financial advisers; and the business is owned and managed by the local staff. Its research portal is user-friendly, and the firm is focused ... |
| | | ... Bradley will lead its investment governance and compliance processes while supporting internal and external financial advisers on investment issues. "We're delighted to welcome Annika to our team," UniSuper chief investment officer John Pearce said. ... |
| | | ... projections, ultimately delivering an improved overall client experience," he said. "Given the diminishing number of advisers, financial professionals in the advice sector face challenges in meeting client demands and are advocating for increased efficiencies ... |
| | | ... investment options. While already available direct to consumers, the retirement options will be available to financial advisers once Vanguard Super's adviser portal - currently in pilot phase - is up and running, alongside the MySuper option. The ... |
| | | ... on 14 November 2023 should be given the green light. The lawsuit led by Shine Lawyers alleged that E&P's financial advisers, when they were operating under DASS, gave unsuitable advice that did not consider clients' particular needs or entire ... |
| | | ... for inflation. "We are pleased to welcome a global infrastructure strategy to the Copia stable as we continue to offer advisers and their clients a versatile selection of quality strategies to meet the changing needs of investors," he said. The fund ... |
| | | ... Queensland market from next month, responding to growing demand for its exchange-traded funds (ETFs) among financial advisers in the state. The investment manager also bolstered its Australian team with new investment and capital markets, and client ... |
| | | ... processes and industry-leading technology needed for the life insurance group to offer a positive experience for its advisers and customers, as well as superannuation funds, trustees, and their members. MLC Life Insurance chief executive Kent Griffin ... |
| | | ... IconiQ Platform and iQ portfolios launched in December will further expand the services we can offer our community of advisers," Centrepoint chief executive John Shuttleworth said. The preview of the platform's design came as Centrepoint delivered its ... |
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