Search Results | Showing 191 - 200 of 13209 results for "adviser" |
| | | ... older generations who cannot get access to financial advice, Homesafe Wealth says. According to Homesafe the shrinking adviser numbers are contributing to increased financial insecurity among older Australians, with them often retiring with mortgage ... |
| | | | ... "Praemium SMA and Powerwrap platforms both had strong net inflows for the half year and recovered from the high level of past adviser exits which had negatively impacted net flows in prior periods," Praemium said. The group's revenue from contracts ... |
| | | | Mason Stevens has named Leanne Taylor as chief investment officer as it continues its push into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. Mason Stevens said the appointment reinforces its commitment to delivering institutional-grade ... |
| | | | To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ... |
| | | | Nowinfinity general manager Kate Anderson said upcoming regulatory changes will have a significant impact on compliance for self-managed superannuation funds (SMSF) and advised professionals to stay alert. With Division 296, AML/CTF Tranche 2, and Payday ... |
| | | | Financial advisers can bridge the gap in aged care advice, according to an expert, who says that too many elderly people are suffering from the confusion and misinformation surrounding the new aged care reforms. Louise Biti, director of Aged Care Steps ... |
| | | | ... understand how to help and support them and be their advocates. "Sometimes it might only be their accountant, financial adviser or lawyer [they see] outside of the home. If there are red flags, you might be the ones that see them," Hacker told a workshop ... |
| | | | Brought to you by La Trobe Financial. Despite a constantly shifting political landscape, US private credit is still an attractive option for investors looking to break into the sector, according to La Trobe Financial chief investment officer Chris Paton. ... |
| | | | The 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 ... |
| | | | The lack of asset-specific advice is increasing the advice gap for SMSFs in Australia, an expert said at the SMSF Association (SMSFA) Conference. During a panel discussion, Easy Super director Natalia Clack said she understood that financial advisers ... |
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