Search Results | Showing 1341 - 1350 of 13239 results for "Adviser" |
| | | ... the remaining option were. Requesting 138 individual advice files for review, ASIC identified 50 who were linked to an adviser but had no ongoing adviser relationship and had not received any advice for at least two years. Of these, 33 indicated they ... |
| | | | According to Class general manager, 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 ... |
| | | | ... circumstances of the individual," she said. In recent years, ASIC's review of SMSF advice uncovered inappropriate advice, adviser fraud and dishonesty to the detriment of trustees. Some cases have resulted in criminal charges. Sciacca named one example ... |
| | | | The SMSF Association announced that Scott Hay-Bartlem has been reappointed as its chair and will serve another two years. Hay-Bartlem joined the association as a director in July 2019 and was appointed chair in February 2022. With a background in law ... |
| | | | Reforms underway to expand financial advice will have positive ramifications for the SMSF and APRA-regulated sectors as it will ultimately uplift outcomes in the retirement phase for all Australians, industry experts say. The first day of the annual ... |
| | | | ... ACT. Janus Henderson head of Australia Matt Gaden said that Cassidy is a "vital addition as we continue to enhance our adviser relationships, reinforce our strong foothold in Australian fixed income, and strengthen our global equities capabilities in ... |
| | | | Count Limited (Count) increased its revenues by 6% over the six months to December 31, while increasing its statutory profits by 135%. The group's latest half-year results indicate its underlying EBITA is up by 9% to $5.436 million and statutory profits ... |
| | | | VanEck will pay US$1.75 million ($2.7m) to settle a case brought by the Securities and Exchange Commission, which alleged the investment manager failed to disclose the involvement of an influencer in the launch of an ETF in 2021. In the US, VanEck Associates ... |
| | | | ... respondents (76%) will likely seek advice on retirement products, while 62% of these will seek this advice from a financial adviser. Briggs said that treasury should be careful not to default superannuation members into government-designed retirement ... |
| | | | 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 ... |
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