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| | | ... workflow processes and selecting and maintaining technology. "The picture we get from firms we survey is that years of advisers working on the business, as opposed to in the business, is finally starting to bear fruit," Krieger said. "There's definitely ... |
| | | | ... and to do that, we must forecast and deliver the services they need to grow and protect their businesses," he said. "Advisers and accountants are actively talking to us about these issues in an ever-changing environment, so it is important we fill this ... |
| | | | ... platform for investors to invest directly with Vanguard, we have progressed in our goal of providing Australians, and the advisers that serve them, with a high value offer that supports their financial goals both inside and outside of super," Vanguard ... |
| | | | The number of financial advisers is now at its lowest in almost two decades, analysis shows. According to Rainmaker Information's breakdown of the ASIC Financial Adviser Register, a net 3250 (17.3%) financial advisers exited the sector last year ... |
| | | | ... fragmented and ripe for disruption. "Wealth management in the US today is fragmented across multiple retirement plan advisers for plan sponsors and retail advisors for participants. This sector is ripe for disruption," Pilger said. "The phenomenon of ... |
| | | | It's no secret that Australia has a shrinking pool of financial advisers but 2023 could be a lucrative year for those left in the game. According to Kaizen Recruitment, adviser salary guides have increased year on year by around 16%. "A senior adviser ... |
| | | | ... gold, silver and bronze medals. The aim, Morningstar says, is to provide a single, forward-looking rating for financial advisers, AFSLs and investors to use. The methodology behind a rating will not change, with the three pillars of People, Process and ... |
| | | | ASIC has clarified that the Centrelink Home Equity Access Scheme isn't a credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the ... |
| | | | From February 1, ASIC's Financial Advisers Register (FAR) will display whether a financial adviser can provide tax (financial) advice services to retail clients. To provide tax advice services to retail clients, a financial adviser must meet certain ... |
| | | | ... widening. "Managed account separately managed portfolios are growing more rapidly because they are easier for financial advisers and investment managers to work with than managed discretionary accounts which can require special extra licensing," Dunnin ... |
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