Search Results | Showing 131 - 140 of 7620 results for %22Financial Advisers%22 |
| | | ... employed advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) comprised the top 10 advice groups ... |
| | | | ... Group, and Kinatico, Chmiel also served as the managing director and chief executive of LJ Hooker Group and group chief financial officer at REA Group. Commenting on the changes, Chmiel thanked his predecessor for his significant contribution, including ... |
| | | | ... Fidelity, Invesco, VanEck, Ark Investments, and Grayscale, opening the door for Australian retail investors and financial advisers to access US listed bitcoin spot ETFs through local brokerages. Betashares head of digital assets Justin Arzadon said the ... |
| | | | The Financial Advice Association Australia (FAAA) expects a year of positive change, including cutting costs for advisers, greater engagement with consumers, and rising adviser numbers. Outlining its priorities and expectations for 2024, the FAAA has ... |
| | | | ... in Adviser Online. The platform's updated account-level performance reporting functionality seeks to afford financial advisers access to insights that will "support investment recommendations and client advice". "Our latest release of account-level reporting ... |
| | | | The financial adviser exam is due for some changes as Treasury bids to make it more flexible. The consultation, which is open until 10 January 2024, is proposing several changes under the Corporations (Relevant Providers-Education and Training Standards) ... |
| | | | ... is almost 30 years old, and a substantial amount of regulatory change has occurred since 1995. In addition, financial advisers are now recognised as Qualified Tax Relevant Providers (QTRPs), and are regularly providing tax advice to clients," Abood said. ... |
| | | | Once again, Financial Standard readers were captivated by the evolving superannuation landscape, with this year's top stories largely focused on this space. However, there was one particular executive move that simply couldn't be scrolled past. ... |
| | | | ... industry for retail advised policies by 1 July 2024. They are also developing guidance for life companies and financial advisers on disclosure and marketing materials that articulate the different premium types and when these might increase," the regulators ... |
| | | | ... strategies. "Good old real estate and the strategies around property ownership will continue to be topical amongst financial advisers and their clients, going into 2024," said BT head of financial literacy and advocacy Bryan Ashenden. "Clients are discussing ... |
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