Search Results | Showing 121 - 130 of 4721 results for "FINANCIAL ADVISERS" |
| | | ... custodians rather than the underlying technology, supporting not only consumers but institutional investors and financial advisers that are keen to participate. "This approach helps ensure that businesses are accountable for their actions, while keeping ... |
| | | | ... find out what was left behind and to whom, but this is not how things are done nowadays - which is why many financial advisers have moved away from the phrase "estate planning" and towards "succession planning", finding it a more fitting descriptor. ... |
| | | | ... transition period. Established in 1986 and headquartered in Newcastle, NSW, Oracle is currently home to 22 financial advisers and manages approximately $0.8 billion in funds under management (FUM) and $1.8 billion in funds under advice (FUA), taking ... |
| | | | ... the evolving alternatives landscape and build long-term relationships. Channel said the appointment comes as financial advisers face increasing pressure to deliver differentiated portfolio solutions, with traditional asset classes under strain to meet ... |
| | | | ... stocks hold them forever, I generally feel is broken," Hershan said. "Circumstances have changed. Yet, what many financial advisers actually do hasn't changed. When I talk to advisors, the most common thing that I hear is they'll have an ASX ... |
| | | | ... to InterPrac, writing down the client list following mass financial adviser resignations. InterPrac had 216 financial advisers in mid-March, dropping from about 312 at the end of 2024, prior to the Shield and First Guardian collapses. The adviser exodus ... |
| | | | ... that financial advisers' use of superannuation platforms is inherently risky is insulting to professional financial advisers, ignores the benefits that financial advice offers Australian consumers, and is not supported by evidence." Late last year ... |
| | | | ... financial advice, which has "plagued our profession since 2019". In the submission, Abood said the number of financial advisers and paraplanners continues to fall well short of demand at a time when Australians are increasingly seeking financial advice ... |
| | | | Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ... |
| | | | ... mass attrition in the profession following the Financial Services Royal Commission. There were 15,151 active financial advisers at the end of 2025, dropping substantially from the peak of 28,000 prior to the Royal Commission. In the proposed reforms ... |
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