Search Results | Showing 131 - 140 of 5027 results for "Financial Adviser" |
| | | ... said. That said, Thornton argued that the gold standard will always be financial advice from an independent financial adviser. To him, better and more seamless access to personal data is still one of the key hurdles. Thornton wants a world where advisers ... |
| | | | In the face of increasing inflation and global uncertainty, local investors expect positive returns in the coming year, according to Schroders' Global Investor Study 2023. Conducted between May 26 and July 31, the study surveyed over 23,950 investors ... |
| | | | Financial advisers are increasingly leaning towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise ... |
| | | | E&P Financial Group has settled a class action relating to investment advice representatives gave for its in-house product, the Masters Residential Property Fund (URF) for $16 million. The lawsuit led by Shine Lawyers alleged that E&P's financial ... |
| | | | ... offers with minimal unintended or costly insurance or tax consequences." Meanwhile, Vanguard Australia head of financial adviser services Balaji Gopal said the ability to offer Vanguard's Diversified Managed Account Strategies through HUB24's new Discover ... |
| | | | Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ... |
| | | | A former financial adviser who was jailed for breaching COVID-19 border restrictions to attend the AFL Grand Final had his ASIC banning order reduced. Mark Babbage, who was an authorised representative of Wealthsure and Capstone Financial Planning ... |
| | | | ... The objective is to provide trustees with certainty about paying advice fees agreed between a member and their financial adviser from a member's account and ensure that such fees are not paid in breach of the SIS Act and are not taxable benefits ... |
| | | | Financial advisers are set to pay $400 less in the ASIC funding levy, saving the industry $8 million in total, according to new estimates from the Financial Advice Association Australia (FAAA). Based on two legislative instruments dated November 3 ... |
| | | | Centrepoint Alliance has entered into a binding agreement to purchase 100% of Brisbane-based financial advice firm Financial Advice Matters Group (FAM). Centrepoint Alliance said the transaction, subject to the fulfilment of closing conditions, should ... |
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