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| | | ... client focused culture which can be leveraged to create value for all stakeholders, including shareholders, clients, advisers, and members," Hartley said. "Insignia has an exciting future and I look forward to working with the Insignia team to accelerate ... |
| | | | ... manager, Victoria at Synchron, leading the dealer group's expansion efforts in the state and recruiting more than 100 advisers over a five-year tenure. In November 2020, he joined PPS Mutual as a senior business development manager where, in addition ... |
| | | | ... Hartleys, we create and manage diversified portfolios tailored to the specific goals and risk tolerance of our clients. Our advisers are dedicated to devising wealth management plans and investment strategies to enhance financial wellbeing," Euroz Hartleys ... |
| | | | ... the risks of cryptocurrency investments. "Financial advice must only be provided by qualified and licensed financial advisers or financial counsellors, not by individuals or corporations who neither hold an AFS licence, nor are authorised representatives ... |
| | | | ... foundational pillars to the co-ownership offer, he said. "We have always been proactive in the market whether that be with advisers, insurers or regulators and this is no different in that we have sought out an arrangement that legitimately enables us ... |
| | | | ... intent to broaden our iShares Factor ETF suite by adding momentum, quality and value strategies will help Australian advisers and investors to capitalise on market volatility and build more resilient portfolios," BlackRock Australasia head of wealth ... |
| | | | ... to financial planners and AFSLs, particularly Statement of Advice documents and the ongoing review of documentation. Advisers also use the paraplanning service to manage more complex plans or when backlogs hinder the delivery of timely client advice. ... |
| | | | ... and gave us the confidence to move forward with it. Key elements include a flat licence pricing model, the ability for advisers to speak directly with an internal industry expert on a peer-to-peer basis and a culture of community," Osborne said. |
| | | | "AI mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights ... |
| | | | Financial advisers are promised "greater flexibility" in gaining educational and training qualifications under new amendments proposed by Treasury. Yesterday, assistant treasurer Stephen Jones launched a consultation to update how advisers can demonstrate ... |
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