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| | | ... out will be phased, with SMSF account access set to be introduced at a later date, as well as the ability for financial advisers and their clients to access the platform. Eventually, the firm will add international shares to the brokerage service, and ... |
| | | | ... market conditions. "This has been the most challenging market we've seen in a generation," Pourbaix said. "For financial advisers and their clients, it really emphasises the need for professionally managed investment solutions that can manage risks and ... |
| | | | ... economy." Meanwhile, closer to home La Trobe Financial (a non-bank providing funding and investments) has assured financial advisers and investors that it has no liquidity issues. "There's no liquidity stress at La Trobe Financial," chief investment ... |
| | | | ... that advice professionals bring to their clients. "Advised Australians, including our clients and those with financial advisers in other groups, told us their adviser was their primary source of truth for information on the pandemic, suggesting many ... |
| | | | The COVID-19 crash has had an effect on all investment advice, but for financial advisers using managed accounts the blow has been slightly eased, according to IMAP chair Toby Potter. Potter told Financial Standard that while it is likely managed account ... |
| | | | ... normal operations," the firm said. It's business as usual, Fiducian said, "albeit in a different setting". All financial advisers remain connected with clients by phone or video conferencing, the group said, so as to help guide their clients through ... |
| | | | ... the retail market, servicing national dealer groups, platforms, retail investment consultants and independent financial advisers. He joins former Challenger colleague, Vito D'Introno, who left as Challenger's head of retail sales late last year ... |
| | | | The woman who ran BT Financial Group's advice remediation program has revealed what financial advisers need to know about remediation, and why some of the banks may make their remediation teams permanent. Melissa Bogg was program director and head ... |
| | | | ... Independently Owned Financial Professionals (AIOFP), the COVID-19 pandemic may be producing some positives for financial advisers. In a letter to AIOFP members, executive director Peter Johnston wrote that despite all the doom and gloom around the coronavirus ... |
| | | | ... the client's existing products to meet their ongoing insurance needs," ASIC said. The regulator stressed that financial advisers have a legal obligation to act in the best interests of their clients when providing personal advice. "This includes taking ... |
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