Search Results | Showing 141 - 150 of 9361 results for "Advice" |
| | | ... are not underspending in retirement and are typically exhausting all their savings, research shows, sparking a call for advice reforms to be expedited, allowing contributions to be made in retirement, and no mandated use of annuities by trustees. In ... |
| | | | ... transaction in May 2023, the integration of which is progressing. Ahead of the merger, Count has $17.9 billion in funds under advice. With Diverger, this will grow to $30 billion. In February, the group acquired 51% of Solutions Centric, a company that ... |
| | | | Australians want total control over how they spend their retirement savings but are willing to seek professional advice to do so, a new Financial Services Council (FSC) survey finds. The poll of 2500 superannuation members conducted by C|T Group found ... |
| | | | ... to the latter, Peker said this "simple yet high-impact innovation delivers greater flexibility and ease in implementing advice strategies." "For example, by making applying a bucket strategy for retirees easier. Not having to set up multiple accounts ... |
| | | | ... applied to a batch of similar cases. Many of the victims relate similar experiences in that they received inappropriate advice for asset allocation that "was too aggressive" for their SMSF investments and that such advice was conflicted. Further, the ... |
| | | | ... narrowly outperforming Netwealth. In the report's analysis of platform developments aimed at supporting the provision of advice to clients, Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. However, the ... |
| | | | ... much more. According to analysis by Rainmaker Information, there is now 1998 advisers who can provide product specific advice for MDAs. Over one year, the number has dropped by 0.6% and over three years it's declined by 6.1%. Over the same period, the ... |
| | | | ... efficiencies and foster financial inclusion. Gensler pointed out that AI has already transformed the landscape of robo-advice and brokerage apps. However, he warned of inherent challenges with AI: the decision-making models can be opaque, algorithms ... |
| | | | ... Despite seeing an influx of independent financial advisers' (IFAs) business, AMP continues to seek alternatives for its advice unit as it reports another loss. In the first half of the 2024 financial year, the wealth firm recorded a 33% year on year ... |
| | | | ... evidence of the SMSF sector's strong investment performance. He also said it indicates that SMSFs receiving financial advice tend to perform better. "It's always been our mantra that SMSF trustees should get professional advice," Burgess said ... |
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