Search Results | Showing 141 - 150 of 13463 results for "Adviser" |
| | | A new investment governance service provider has opened its doors for small to medium-sized Australia financial services licence (AFSL) holders to enhance and strengthen their governance frameworks. Founded by three former Russell Investments directors ... |
| | | | ... said advisers' increasing workloads are driving Xplan's process and technology uplift. "We're trying to improve adviser productivity. If providing advice, including meeting with a client, completing the fact-find and delivering advice, currently ... |
| | | | ... cultural fit with its existing network. "We believe we may have one of the highest supervisory managements to financial adviser ratios in Australia; while this comes at a cost, we consider it essential to maintaining the quality, consistency and integrity ... |
| | | | Briefcase has appointed a new head of growth as it looks to expand its tax-aware direct indexing and ETF model portfolio capabilities for its financial intermediary partners. In this new role, Michael Hasten will work with advisers, family offices ... |
| | | | ... often the hardest for them to reach." She argues the barriers are structural. "Barriers like the cost of accessing an adviser outside of super, and limitations on the scope of advice that can be provided by super fund advisers, really get in the way ... |
| | | | ... to further increase the cost of advice, with the average practice facing a bill running into thousands of dollars per adviser. "Innocent financial advisers are currently paying these bills, and in many cases are forced to pass the costs on through higher ... |
| | | | LGT Wealth Management has appointed Willem Strydom as its new chief technology officer. Strydom joins LGT from Macquarie Wealth where he served as the director of engineering, overseeing its platform modernisation and artificial intelligence (AI) strategy. ... |
| | | | DASH Technology Group appointed a new chief executive, replacing the incumbent who left the company in May. Glenn Poynton is the fintech's new chief executive, having previously held senior roles at Betashares, Class and Macquarie Group. He finished ... |
| | | | ... turning to artificial intelligence (AI) to manage their finances, but most remain reluctant to replace their financial adviser with the technology, new research from Praemium and CoreData has found. Around 80% of HNW investors who work with an adviser ... |
| | | | The Association of Superannuation Funds of Australia (ASFA) said Australia's Compensation Scheme of Last Resort (CSLR) is the only scheme of its kind worldwide funded from the retirement savings of people who cannot claim from it, and that needs to ... |
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