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Showing 2421 - 2430 of 9816 results for "Advisers"

PIMCO eyes ETFs

KANIKA SOOD  |  MONDAY, 22 FEB 2021
... for LICs and LITs. Treasury eventually removed stamping fees from LICs and LITs, which were allowed to pay financial advisers and brokers a commission even after the Future of Financial Advice (FoFA) reforms banned such payments on most retail investment ...

ATO targets SMSF fraud

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
... SMSFs worth around $2 million in super in the first six months of the financial year. Micale said it is critical for advisers to safeguard client details and alert the ATO of any breaches and thoroughly check the identity of any new clients before establishing ...

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... overlooking, shunning everyday Australians that need it most, according to superannuation experts. As the number of financial advisers continue to dwindle and many opt to serve a specific demographic that is educated and wealthy, an emerging field of ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

The future of quality advice: SMSFA

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... referred to the FASEA Code of Ethics and subsequent exam. "The feedback we are getting is that it has been refreshing for advisers. They don't want to be in a position where their advice is suboptimal and indeed, they don't want to lose their jobs or ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... join Count Financial from Godfrey Pembroke, following the announcements of Ascent Private Wealth and Venture Financial Advisers in late 2020. Janne Ashton has been the principal of Plan Protect since its inception in 2004 and Count Financial said the ...

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... working in sync on a contemporary platform, BT Panorama, we've been able to deliver a tailored solution for Invest Blue's advisers and clients." "BT's focus on continually improving the digital features on the platform helps advice businesses realise ...

PADUA launches client fact find

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... clients relevant sections in stages, and offers a custom-branded solution for each practice. The initial beta testing found advisers save around 20 minutes during the fact find process and led to higher client engagement as the adviser can tailor the ...

Fiducian profit, growth jump

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... capture market share in its platform business from the disintegration of large wealth businesses and attract independent advisers and firms from larger dealer groups. In addition, it sees the opportunity to offer white-label products and expand its SMA ...

How to attract high net worth clients

ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
... even playful approach to communications. To attract the group of clients who have an affinity for purposeful brands, advisers will have to communicate their authentic and compassionate understanding - whether it is for a social cause, the community or ...