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| | | ... allows us to expand our presence in Western Australia by adding a dedicated resource for the more than 1,700 financial advisers in that state." Prowse shared his excitement at joining BetaShares. "I'm excited to join one of Australia's largest, experienced ... |
| | | | ... AXA. Commenting on her appointment, Thom said she had never worked for a product that has such a positive reaction from advisers and practices. "Whether you're a large or small practice, it can be picked up and used straight out of the box. This ... |
| | | | ... investing with values," AMP director of platforms Edwina Maloney said. "It's why the North team is committed to providing advisers and clients with access to an expanding universe of high-quality responsible investment options, building on the launch ... |
| | | | ... Financial Advice reforms in 2013. Further, members were also changed commissions via their premiums that went to financial advisers, event where they had elected to have the financial adviser component removed from their account. This case was one of ... |
| | | | ... relief measures that were initially introduced in April 2020. The central tenants of these reliefs allowed financial advisers to provide a Record of Advice, rather than a Statement of Advice, to existing clients requiring financial advice due to pandemic ... |
| | | | ... the government has put the car in reverse on these issues. Their war on corporate transparency through a tax on proxy advisers, and winding back on director liability are just two examples where there has been a deliberate attempt to put the car in reverse." ... |
| | | | ... transition team to ensure speed of delivery. We feel our new name DASH aligns well with this," Whelan said. DASH will enable advisers to seamlessly work from client engagement to strategy optimisation, digital SOA, through to execution in a single workflow ... |
| | | | ... Investment Group. In the new role, Fernley will lead the Mason Stevens' asset management specialists, and help financial advisers and managers develop models, and facilitate unique platform investment opportunities such as IPOs, capital raises and ... |
| | | | ... Surveying more than 1500 US investors who used a human adviser, digital service or both, Vanguard found investors using human advisers estimated being $160,000 closer to achieving their financial goals, and three times as many investors reported having ... |
| | | | ... prompted by recent Investment Trends research, indicating digital technology as an area of increasing importance for advisers, as evidenced by the 2021 Adviser Technology Needs Report. Providing an in-depth review of recent developments in the Australian ... |
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