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| | | ... This could be done via removing the personal advice exemption, restricting the exemption so that it only applies for advisers where they are offering products to existing clients or products other than superannuation products. Furthermore, changes to ... |
| | | | ... Shahien said while the firm is still actively chasing the right M&A opportunities, the focus has also shifted to adding advisers, with around 13 advisers already having joined this year, eight of which were external hires. "From an adviser size point ... |
| | | | ... communities," he continued. "Clients in the broader Southwest region will benefit from greater access to dedicated local advisers who understand the unique needs of regional communities, supported by seamless collaboration. "This integrated approach ... |
| | | | ... Australia (FAAA) made a submission to the Jobs and Skills Australia (JSA) consultation urging the inclusion of financial advisers on the occupational shortage list. FAAA chief executive Sarah Abood said there is "substantial evidence" of the skills shortage ... |
| | | | ... brings a rare combination of deep global equities expertise and the ability to turn complex ideas into practical insights advisers can use with clients when discussing markets, exposures and the role Orbis can play in client portfolios. The understanding ... |
| | | | ... 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 ... |
| | | | ... network. Established in 1990, Back to Back is led by financial adviser Justine Back, with 24 employees including three other advisers. The business has a strong referral network in Sydney and across the greater NSW region and primarily looks after retirees ... |
| | | | ... 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 ... |
| | | | ... their own Australian financial services licence (AFSL). CapBack Licensee Solutions provides full support to self-licensed advisers, from setting up their AFSL to revenue management, compliance, research, Xplan, marketing and more, it said. It includes ... |
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