Search Results | Showing 191 - 200 of 9814 results for "Advisers" |
| | | ... Australian Financial Complaints Authority (AFCA) has vented its frustration over ASIC's recommendations for financial advisers around self-managed superannuation funds (SMSF), claiming some suggestions were not "done well at all." In INFO SHEET 274 ... |
| | | | ... Association (SMSFA) Conference. During a panel discussion, Easy Super director Natalia Clack said she understood that financial advisers cannot provide advice on assets like cryptocurrencies and property due to compliance requirements, but they should ... |
| | | | ... ballooning costs of the Compensation Scheme of Last Resort (CSLR). These reforms were crucial to introducing a new class of advisers and streamlining the intricate process for more entrants, but were exacerbated by several universities dropping financial ... |
| | | | ... oversee brand, marketing, communications and educational initiatives at Betashares, focusing on helping investors and advisers make informed financial decisions. The appointment comes as Betashares continues to expand beyond its ETF roots. Last year ... |
| | | | ... for wholesale and professional investors. Ben Davis brings more than 25 years' experience at the intersection of advisers, consultants, and asset managers. He joins from Ascalon Capital Partners, where he was head of private markets for seven months ... |
| | | | ... HUB24 highlighted continued disruption in the wealth management and advice industry, which has become a catalyst for advisers to switch platforms. These includes regulatory changes, a shift in advisers from aligned to independent licensees, diversified ... |
| | | | To thrive in providing SMSF advice, financial advisers must gain specialist skills, technical competencies and work on strengthening their professional judgement, according to the SMSF Association. Advisers are urged to do better particularly in the ... |
| | | | Several forces are fuelling the unprecedented rise in SMSF establishments, and while financial advisers used to be the driving force behind this, they are now getting left behind, according to industry experts - but they can reclaim their lead. New ... |
| | | | ... "This reinforces the company's long held view that ongoing investment in technology delivers meaningful advantages for advisers and their clients," he said. "As larger institutions continue to work through the challenges of legacy systems, Netwealth's ... |
| | | | ... back of the collapses of the First Guardian Master Fund and Shield Master Fund, both of which were spruiked by financial advisers who used lead generation services and ultimately convinced investors to roll their superannuation into a self-managed super ... |
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