Search Results | Showing 221 - 230 of 4655 results for "FINANCIAL ADVISERS" |
| | | Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ... |
| | | | ... HUB24 (6.8%) and Netwealth (5.3%) are the sixth and eighth most used platforms, respectively, among aligned financial advisers, according to Rainmaker Information's June Financial Adviser report. The Colonial First State FirstChoice platform has the ... |
| | | | ASIC has banned another two former financial advisers of MWL Financial Services that were involved in investing clients' superannuation into the Shield Master Fund, as well as other breaches of obligations. Former financial advisers of MWL, Rocco ... |
| | | | ... following a four-year stint at Zenith Investment Partners as a senior investment consultant, where he advised financial advisers and institutions on portfolio construction, fund selection and investment governance. He also spent more than a decade at ... |
| | | | ... there's more room for growth in the financial planning sector. He pointed out that of the 15,000-plus registered financial advisers, only 12,000 are client-facing to service approximately 12 million advice-ready Australians. The sector needs to move ... |
| | | | FirstChoice, BT Panorama and Insignia Financial's Expand are the most widely used platforms among financial advisers, according to Rainmaker Information, which shows that one third of the industry rely on the 'Big 3'. Colonial First States ... |
| | | | ... access to advice, while providing a clear pathway for those looking to enter the advice industry." Meantime, financial advisers are, however, optimistic about the future of life insurance, with up to 82% expecting the sector to make up a greater share ... |
| | | | ... allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised representatives (ARs) and clients to an ... |
| | | | CPA Australia says the drastic exodus of financial advisers has put Australians' retirement money at risk, possibly leading them to invest in higher-risk schemes. According to the Financial Adviser Register, there are only 15,300 advisers left in the ... |
| | | | ... protection mechanism to ensure AFS licensees have considered and received declarations about whether their financial advisers are fit and proper and meet the education and training standards." |
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