Search Results | Showing 1211 - 1220 of 13346 results for "adviser" |
| | | There are four key themes that will drive investment outcomes over the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes ... |
| | | | ... shows. Advisers went from servicing 120 clients on average in 2023 to 99 in 2024, a drop of 17.5%, according to the 2024 Adviser Business Model Report. While recent fee increases led to substantial client attrition, this has resulted in higher earnings ... |
| | | | Gavin Teichner has been promoted to chief executive, individual life, effective October 1. Teichner will succeed Fiona Macgregor, who will become the group's chief executive and managing director. Teichner is currently executive general manager ... |
| | | | New research from AMP has revealed Australians' attitudes to intergenerational wealth. The research found half of those under 40 believe they will need to support their parents financially as they age, with children and their parents reluctant to ... |
| | | | Resolution Life Australasia has appointed Dean Mulheron to the role of chief product and marketing officer, supported by the new head of marketing and partnerships, Nathan Taggart. Mulheron, who joined the company almost three years ago as its chapter ... |
| | | | The Association of Superannuation Funds of Australia (ASFA) has released new research highlighting that young Australians are increasingly relying on social media for financial advice. ASFA said a major concern with this trend is the growing risk of ... |
| | | | The owner and financial adviser at Build Your Wealth has been banned from the industry for five years after ASIC found evidence of conflicts of interest. Christopher Edward Luff failed as a financial adviser, according to ASIC's investigation, particularly ... |
| | | | Financial advisers are poised to generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory ... |
| | | | 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 ... |
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