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| | | BlackRock is urging financial advisers to move beyond traditional approaches to diversification, arguing heightened geopolitical uncertainty, artificial intelligence (AI) and structural economic shifts require more dynamic portfolio construction. Speaking ... |
| | | | ... minimum tax on discretionary trusts, warning the reforms could impose significant costs on small businesses, financial advisers and lower income Australians while failing to adequately target tax ministration. In its submission to the Treasury consultation ... |
| | | | ... important to be aware of the context of these recommendations. The FSC does not represent financial advice, or financial advisers. It represents the interests of five large advice licensees, with the vast majority of its membership being made up of large ... |
| | | | ... for members. "Professional-grade financial intelligence has traditionally been available primarily through financial advisers and specialist advice processes. We believe technology can help make those same insights accessible to more Australians," Hoang ... |
| | | | ... as the advice technology provider looks to streamline advice generation, implementation and compliance for financial advisers. The partnership integrates AUSIEX's execution, clearing and settlement capabilities into the platform, allowing advisers ... |
| | | | ... superannuation and investments Melinda Howes said the appointment reflected the growing role employers and financial advisers play in helping members build long-term financial security. "No other fund offers a member proposition like AMP Super across ... |
| | | | ... Australian Qualifications Framework (AQF) 7 qualifications are the most common forms of qualification among financial advisers, held by 85% of the population. Taking into account the new professional standards reforms, which came into effect at the beginning ... |
| | | | ... technology-enabled efficiency and scalable growth. As head of adviser services, West supported more than 750 financial advisers nationally, introduced workflow automation and analytics capabilities, and led a range of technology and process improvements ... |
| | | | ... poor conduct in the collapse involved an "interconnected chain of entities," including lead generators and financial advisers along with concerning super-switching practices, the role of platforms has also come under scrutiny. ASIC in its latest review ... |
| | | | ... high-net-worth (HNW) clients and family offices currently, Wilson said it is keen to expand its collaboration with financial advisers on the longer-term. "I'm very aware that advisers typically need a fund to be on the approved product list (APL)... ... |
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