Search Results | Showing 1111 - 1120 of 13238 results for "Adviser" |
| | | The average adviser today is managing more clients than a year ago, resulting in a ratio of around 20 self-managed super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical ... |
| | | | Betashares has launched an Australian Momentum ETF (ASX: MTUM), providing a solution for investors to access exposure to a systematic, rules-based momentum investing strategy. As a strategy, momentum investing involves buying stocks which have outperformed ... |
| | | | ... related to poor financial advice, which was identified through assessments conducted on those within its self-employed adviser channel. "That's money that isn't flowing to workers in the form of well-deserved pay increases because of the mistakes ... |
| | | | ... 2026 allowing him to fulfil the next chapter of our group's mission and strengthening our already successful Licensee and Adviser Services business, as well as overseeing the growth opportunity in the Legal and Administration Services Division under ... |
| | | | JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs ... |
| | | | ... of aligned advisers. Bank and insurer-owned AFSLs represent 26% of aligned financial advisers. They lost 6.1% of their adviser workforce during the period. In all, 1197 financial advisers registered with a new AFSL in FY24. The five AFSLs attracting ... |
| | | | Generation Development Group, the parent company of Generation Life, which recently acquired the remaining stake in Lonsec, has reported a $673 million increase in funds under management (FUM) over the last financial year. Generation Life received over ... |
| | | | ... The Australian Securities and Investments Commission (ASIC) has secured a travel restraint order against Melbourne-based adviser Barry King. The orders prevent King from leaving or attempting to leave Australia until 1 April 2025. They were made by the ... |
| | | | ... Quality of Advice detriment experience." It comes as Insignia Financial celebrates the separation of its self-employed adviser channel, with the official commencement of Rhombus Advisory this month. It retains a 37% stake in the business. Meantime, a ... |
| | | | Treasury has opened consultation on reforming the registration framework for tax practitioners, reviewing the key areas of education, qualification, and experience requirements. The consultation is part of the government's response to the PwC tax ... |
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