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| | | ... head of adviser distribution, investment management. He was responsible for servicing a national footprint of financial advisers, dealer groups, research teams and platforms in addition to leading a team of business development professionals. Milford ... |
| | | | ... Shield. In total, the initial estimate for FY27 is $137.5 million. With $126.9 million expected to be paid by financial advisers, the balance is split between the securities dealing, credit intermediation and credit provision sub-sectors. Securities ... |
| | | | ... team will be responsible for the fund's growth strategy and strengthening relationships with independent financial advisers (IFAs). He will also lead a team of on-the-ground super specialists, managing the fund's relationships with nearly 1600 ... |
| | | | ... procedures that managers have in place." He noted that the liquidity of a product should be something that gives financial advisers confidence. "As advisers, if you can't get comfort around the liquidity that someone's offering you, that's ... |
| | | | ... Research downgraded Shield's rating to 'hold' in December 2023. The reports were distributed to financial advisers and super trustees, subsequently leading some 5800 people to invest in Shield. In many cases, people invested in Shield after ... |
| | | | Financial advisers are struggling with inefficiencies in data and implementations that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three ... |
| | | | Five financial advisers have been brought before the Financial Services and Credit Panel (FSCP) for failing to comply with their continuing professional development (CPD) requirements, ASIC said. The financial regulator convened multiple sitting panels ... |
| | | | ... indicating that advisers are looking towards opportunities beyond traditional equity exposures. Of the over 200 financial advisers surveyed, 60% indicated a bullish sentiment towards Australian small caps in the next six months. This was paralleled in ... |
| | | | ... borrowing arrangements. ASIC warned licensees that they are ultimately responsible for the advice provided by their financial advisers. Looking at licensees' policies and procedures, 47 client files that contained records of pre-vetting the SMSF establishment ... |
| | | | ... market grows," Challenger chief executive Victor Rodriguez said. A VanEck survey in September 2025 of over 500 financial advisers found that 40% do not allocate client funds to private markets at all, and a further 27.4% only do so opportunistically. ... |
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