Search Results | Showing 241 - 250 of 9814 results for "Advisers" |
| | | ... further five years, including a significant platform modernisation leveraging FNZ's technology. As part of the upgrade, advisers are set to benefit from technology that significantly improves productivity and efficiency from FNZ's global platform, which ... |
| | | | ... 10% of the ASX's total market cap of $3.28 trillion. Since their humble beginnings in Australia in 2001, financial advisers and SMSFs have been the most ardent customers - a loyalty that has not bucked to this day. The trend underpins the client ... |
| | | | ... and software ecosystem. DASH chief executive Andrew Whelan said: "Sarah brings strong product leadership at a time when advisers are demanding simpler, more connected technology." "Her focus on human-centred design, product integration and scalable execution ... |
| | | | ... 8% to $32.5 billion, including quarterly net inflows of $462 million. Gross outflows included $361 million for exiting advisers, though Praemium said these outflows are expected to diminish over time. Praemium chief executive Anthony Wamsteker said he ... |
| | | | The new year opens a window of opportunities for financial advisers amid a volatile global market and growing geopolitical tensions. One of the major opportunities in 2026 that is tipped to garner huge demand for financial advice is retirement. "There ... |
| | | | ... and provide access to concessional Centrelink asset test treatment." "The new capability will drive efficiencies for advisers, greater transparency through the transition process, and an improved client experience," HUB24 said. "Additionally, to increase ... |
| | | | New research found almost three quarters of Australian financial advisers (73%) used ETFs for their clients' portfolios last year, as the investment vehicle plays an increasingly significant role in managed accounts. The number is set to increase to ... |
| | | | ... Interprac Financial Planning and Venture Egg were also mentioned. In EQT's eyes, losses to members were caused by financial advisers' wrongdoing, responsible entity Keystone Asset Management and related parties. All this was facilitated by auditor BDO ... |
| | | | ... with the intention of upskilling the current super specialists into intra-fund planners, or into a different class of advisers, should the reforms proceed. "They are super specialists at the moment, and we're looking at making them into retirement and ... |
| | | | While over 2000 financial advisers had not yet met the qualifications standard by the end of 2025, Rainmaker Information analysis shows just a quarter of them have ceased their authorisation. According to Rainmaker Information analysis of the ASIC Financial ... |
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