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| | | ... 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 ... |
| | | | ... earned praise for its "harmoniously blended sophistication and affordability" and focus on operational efficiency for advisers. Meanwhile, Investment Trends director Paul McGivern observed a disparity in net flows into platforms between the UK and Australia. ... |
| | | | The number of financial advisers authorised to advise on managed discretionary accounts (MDAs) has dropped just 6.1% in the past three years, despite the total number of advisers falling much more. According to analysis by Rainmaker Information, there ... |
| | | | ... and scope of AI within their operations, including whether it's internally developed or externally sourced. "Investment advisers or broker-dealers also should not mislead the public by saying they are using an AI model when they are not, nor say they ... |
| | | | ... "this important business". Vernon said AMP's adviser network has consolidated in terms the number of practices and advisers, but the number of representatives has stabilised year on year. Average revenue per adviser and practice of $1.75 million ... |
| | | | ... when they left. It has dropped 10 staff since December 2022, it said. Elsewhere, Fiducian reported having 80 financial advisers on its books, evenly split across salaried and franchisee arrangements. Of its $4.7 billion in funds under advice, 51% is ... |
| | | | ... been mandated for seven years to upgrade Challenger's technology that will ultimately affect customers, financial advisers, and institutional clients. The transformation involves replacing Challenger Life's core annuity registry with global insurance ... |
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