Search Results | Showing 151 - 160 of 9814 results for "Advisers" |
| | | ... $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with the failures of the Shield and First Guardian funds has had a large bearing ... |
| | | | ... institutional-quality infrastructure investing to Australia's wealth market." "Through the S64 Australian Unit Trust Platform, advisers and their clients gain a seamless, technology-enabled gateway to a globally diversified infrastructure portfolio managed ... |
| | | | ... influenced by social media ads and lead generation," Schubert said. FSC, however, said platforms are usually accessed using advisers, who use them to structure investments inside and outside super to suit a client's broader financial circumstances. ... |
| | | | ... technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data from an advice practice's existing technology ... |
| | | | ... financial advice, which has "plagued our profession since 2019". In the submission, Abood said the number of financial advisers and paraplanners continues to fall well short of demand at a time when Australians are increasingly seeking financial advice ... |
| | | | ... mindset." Founded in 2009 by former Deutsche Bank colleagues Chris Larsen and Brendan Carpenter, the firm employs 128 advisers across Queensland, New South Wales, Victoria, Tasmania, South Australia and the ACT. While Ironbark Advice delivers advice ... |
| | | | ... at a small scale, but once your platform grows, it can really constrain you," he said. "The core of the issue is that advisers and portfolios sit across multiple different systems and multiple different databases. When the lower layers have to reach ... |
| | | | ... Sequoia will continue to work closely with authorised representatives to support continuity of service for their clients. Advisers may also be supported, where appropriate, in pursuing their own AFSL or transitioning to another licensee of their choosing ... |
| | | | Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ... |
| | | | ... make him an outstanding appointment as head of advice," he said. "His leadership will be instrumental in supporting our advisers, enhancing our advice standards and positioning AWAG for continued growth." |
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