Search Results | Showing 1771 - 1780 of 10448 results for "advice" |
| | | Aware Super chief executive Deanne Stewart says the fund is making a significant investment in its financial advice capabilities, regardless of what comes out of the Quality of Advice Review. Speaking to Financial Standard, Stewart pointed out that ... |
| | | | ... inflows and a pipeline of opportunities across all customer segments including, large national licensees, brokers, boutique advice practices and self-licensed advisers. Platform funds under administration (FUA) were $55.8 billion as at 31 December 2022 ... |
| | | | ... performance test. Super funds will be focusing on strategies to attract and retain members, including clear outcomes, access to advice, and direct attraction through marketing and digital member onboarding. With increased competition and member choice ... |
| | | | ... social security measures for senior Australians can be complex, so any updates to the regulations can result in the need for advice." |
| | | | A new study from Dimensional Fund Advisors suggests the local advice industry is turning the corner, with high-performing firms in Australia and New Zealand reporting higher average revenue growth. Now in its 10th year, Dimensional's study looked at ... |
| | | | ... acquired Priority Networking, an outsourced managed technology service provider with a network of 130 accounting and financial advice firms. Priority Networking ensures the technology infrastructure of firms is operating efficiently, compliant with software ... |
| | | | ... years. The December quarter alone saw a 6% decline, likely driven by the October adviser exam deadline. The total number of advice licensees also fell by 11% in 2022. AMP Financial Planning is the largest licensee with 546 advisers, followed by Morgans ... |
| | | | ... drive innovation; this is a substantial advantage over the US," Pilger commented. Speaking on the integration of financial advice in Australia's super system, Mitchem said funds are advocating for restrictive regulations around advice to be relaxed. ... |
| | | | ... of boutique funds management teams across the globe." He added Bingham assisted in growing assets under management and advice from around $5 billion in 2014 to more than $15 billion at 31 December 2022. "Our focus remains unwavering, to grow our boutique ... |
| | | | ... conduct, prohibited hawking, misleading or deceptive conduct, false or misleading statements, failing to provide appropriate advice, and failing to act in the best interests of clients. The AAT stated these "problems went undetected, or ignored, over ... |
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