Search Results | Showing 191 - 200 of 4191 results for "Financial advisers" |
| | ... Zealand Louise Watson said the retail AFSL is an "important milestone" for the asset manager in Australia. "Financial advisers play a crucial role in steering Australians towards better financial futures. We want to help advisers better serve Australians ... |
| | | ... for the business and saw revenues of $3.03 million. In the process, Count says it doubled its market share of financial advisers, adding about 100 to its network - a 36% increase. It now has about 400 advisers. Overall, wealth revenues were up 17% to ... |
| | | ... expertise can leave certain investors open and vulnerable to dodgy deals. It's one of the main reasons financial advisers recommend only 5% of an individual's portfolio be allocated to collectible items. Purcell underscored the importance of ... |
| | | Dugald Mitchell, a former president of the Association of Financial Advisers (AFA), passed away on August 18 at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and ... |
| | | ... generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house by Guideway, records client conversations, produces ... |
| | | SuitabilityHub, a new fintech that allows financial advisers to compare platform providers' features and takes the focus off fees, has launched to financial advisers. SuitabilityHub is a one-stop shop that drills down on platform providers' ... |
| | | Voting is now open for the 2023 FS Power50, recognising the most influential financial advisers in Australia. This year, Financial Standard received more than 200 nominations for the FS Power50, with 116 progressing to the voting stage. "The FS Power ... |
| | | ... Management has welcomed Lydia Pearson as its head of distribution, responsible for leading its engagement with financial advisers and licensees. In the newly created role, Pearson reports to Watershed's managing director Adam Rowley. Effective immediately ... |
| | | ... Service Co, which will provide licensee services to the two parties. Service Co will be majority owned by the financial advisers. Together, they will have some $8 billion in funds under management and over 130 advisers. Madison had 73 authorised representatives ... |
| | | ... $126 million of FUA onboarded by June 30. As previously reported by Financial Standard, the platform caters to financial advisers dealing with complex investments, such as overseas private equity and infrastructure. "With our new Wealth Accelerator Multi ... |
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