Search Results | Showing 111 - 120 of 10630 results for "advice" |
| | | ... family members and third parties of existing clients are protected. The change effectively closes a loophole the financial advice sector has enjoyed. Currently, the Corporations Act bans the unsolicited offer of a financial product to a consumer. Several ... |
| | | | ... performance for the year. "In an environment of increasing complexity, evolving client expectations and growing demand for advice, our focus remains on addressing these challenges through solutions that improve productivity, increase choice and flexibility ... |
| | | | ... target. Challenger said its retirement strategy had advance through new partnerships with superannuation funds, platforms and advice technology providers, aimed at making retirement income solutions more accessible. Offshore reinsurance annuity sales ... |
| | | | ... much more clearly understood and accepted by advisers. "The introduction of AGILE Super+ is fundamentally an access and advice story. We're enabling a broader range of advisers to incorporate guaranteed lifetime income solutions into retirement strategies ... |
| | | | ... a pivotal development, and they'll be a big part of that evolution." The APAC wealth unit, which provides financial advice software and related tools to the advice and superannuation industries in Australia, as well as the broader APAC region, reported ... |
| | | | ... operating segments, including financial planning, platform administration and funds management. Funds under management, advice and administration surged over $1 billion to $15.9 billion in the period. Statutory NPAT was $13.4 million, 28% lower than ... |
| | | | ... this the emergence of a generation taking unprecedented ownership of its retirement savings, or evidence that an expanding advice gap is pushing younger Australians towards increasingly complex and concentrated investment decisions without the support ... |
| | | | ... while the transition of existing clients to the new Bell Potter Private Wealth platform and expansion of its investment advice offering generated $500 million in new client inflows. Funds under advice stood at $91.4 billion at the end of June, down 0.8% ... |
| | | | ... to progress its long promised Delivering Better Financial Outcomes (DBFO) reforms. "Australians shouldn't have their advice options limited to only expensive full-service comprehensive financial advice on the one hand or the Wild West of unregulated ... |
| | | | ... engineering capabilities, data infrastructure and AI initiatives. "Good technology should feel like an integral part of good advice, not something added on. When the two work together seamlessly, clients receive a better experience," Strydom said. "That ... |
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