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| | 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 ... |
| | | ... growth Jo Hurley, younger generations want more control over their retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference in Brisbane, Hurley cited new research ... |
| | | 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 ... |
| | | ... superannuation, structuring and restructuring, and estate planning and succession. This includes assisting accountants, financial advisers, lawyers, and others help clients deal with these issues. He also leads the law firm's commercial and private ... |
| | | ... and Suncorp's superannuation business in recent years. Some 3% of its members are covered by Brighter Super-aligned advisers while 24% are serviced by IFAs that largely came from Suncorp. "What [the QAR] will do is make us be much more thoughtful ... |
| | | ... retail distribution for Australia Jordan Tang. Cassidy will be responsible for overseeing relationships with financial advisers and intermediary consultants across New South Wales, Western Australia, and the ACT. Janus Henderson head of Australia Matt ... |
| | | ... transaction is completed, Count will become one of the largest advisory businesses in Australia, with over 550 financial advisers. This achievement has been further boosted by its Affinia transaction in May 2023, the integration of which is progressing. ... |
| | | ... of this or informed that Portnoy's controversial views might be associated with the product. "Fund boards rely on advisers to provide accurate disclosures, especially when involving issues that can impact the advisory contract... VanEck Associates' ... |
| | | Platform providers' ability to innovate and improve administrative efficiencies are enabling financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital ... |
| | | ... diversified business." He said the combined business will deliver added benefits to its network of accountants, financial advisers, and their clients. "Our members and their clients will have access to a range of new services offered by Diverger, along ... |
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