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| | | ... founders to reach more people who might benefit from our unique offer of ethical, goals-based, client-centric financial advice." McMurdo said the announcement is exciting for Fitzpatricks advisers, clients and existing partners as it enables the firm ... |
| | | | ... concerning, noting pre-retirees can still take meaningful action to improve their situation, including seeking out financial advice. "There are a number of steps Australians can take to maximise their super balance in their final years of work, and to ... |
| | | | ... demographic. In the same month, the firm also launched the Ignition Wealth SMSF Appropriateness Tool to help financial advice clients determine their suitability for establishing a self-managed super fund (SMSF). |
| | | | ... and managing director Geoff Lloyd said. "Fordham is now a leading referrer for Perpetual Private's strategic financial advice services. Additionally our medical education and advice business, The Private Practice, is reaching a wide audience of medical ... |
| | | | Superannuation fund member engagement via Decimal's digital financial advice software increased 37% in the past year, latest quarterly statistics show. Decimal's digital insights report for the June quarter shows 2366 members in its superannuation client ... |
| | | | ... widening distribution strategy. It recorded an underlying net profit after tax of $3.9 million, up 44%. Thirty financial advice dealer groups now recommend ClearView wealth products, up from nine in FY16. The ASX-listed group said there is emerging support ... |
| | | | ... 10-year progressive buy-back agreement. Financial Standard reported in May that AZ NGA, Azimut Group's Australian financial advice arm led by former ANZ Wealth general manager of advice and distribution Paul Barrett, has taken its assets under management ... |
| | | | ... and trusted reputation. "Under John's leadership, Centrepoint has been transformed into a leader in Australia's financial advice industry, with a series of new strategic growth platforms performing well," Fisher said. "Together with the support of a ... |
| | | | ... and MacKenzie, partners Drew Burden and Kris Mason said both displayed a commitment to the highest standards of financial advice, client service and ongoing personal and professional growth. Both McCullough and MacKenzie were part of the firm's comprehensive ... |
| | | | ... dedicate more time to higher net worth clients and demonstrating their value in providing informed and insightful financial advice. "The combination of introducing regtech tools that leverage 'big data' and streamline advisers' regulatory reporting processes ... |
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