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| | | ... a key role as advisers can put the best plan in place for clients - but gets derailed when they don't follow it. "We all know this emotional decision making can happen during downturns. This switching can occur, and there's a lot of research that ... |
| | | | ... said. If that is the case, Biti urged financial advisers to at least raise the issue with clients and "understand enough to know what looks right and wrong" and create partnerships with specialists that clients can be referred to. "We don't think ... |
| | | | The SMSF Association (SMSFA) honoured some of its leading members at its 2026 SMSF National Conference, celebrating excellence and contributions to the SMSF sector. The 2026 Chief Executive Award was presented to David Saul, while Bryce Figot received ... |
| | | | ... you're expecting to do to earn the same title - and we are still a long way away from where that final position will be. "I know the government is looking at more flexibility for more supplies to come into the industry, but associations like SMSFA and ... |
| | | | ... judgement if you don't have the competencies to give specialist SMSF advice, and so you don't have the competencies to know when an SMSF is the right option," he said. Burgess said he was pleased to see ASIC highlight one positive example of ... |
| | | | ... establishments. "I also think it is an illustration that we have an advice framework that is not fit for purpose," he said. "We know there aren't enough financial advisers out of there giving that advice, and it's costly for advisers to identify ... |
| | | | A $23 billion Canadian pension fund has placed its chief executive on leave as it conducts a review into a hefty vacation payout and a workplace relationship. The CAAT Pension Plan announced yesterday it has placed chief executive Derek Dobson on administrative ... |
| | | | ... act efficiently, fairly and honestly. They were also urged to consider their supervisory arrangements and to ensure they know who within their network is using such services. The findings of this review came as First Guardian suspended redemptions and ... |
| | | | Praemium is ramping up its workforce digitisation by culling nearly 30% of its total number of employees who mainly work in information technology-related roles. The move comes off the back of the acquisition of Technotia Group for $7.5 million, which ... |
| | | | DWS Group, the EUR 1.05 trillion ($1.76tn) European asset manager, has appointed Ben Taylor as the Australian head of its real estate business. He will also head its Australian transactions function. DWS said Taylor's deep expertise in the residential ... |
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