Search Results | Showing 11 - 20 of 2681 results for "Practices" |
| | | ... a big advice platform so you can get true operating leverage." He asserts that to truly scale the digital offering, practices will need to spend "real money" on it and take time to understand the initiatives and what they're trying to achieve with ... |
| | | | ... particular care and ensure the advice is genuinely in the client's best interests." He said ASIC will continue to target practices that inappropriately or unnecessarily encourage consumers to switch their super. |
| | | | ... advice licensees to address lapses in reference checking, professional indemnity insurance and superannuation advice practices in an update released this week. The regulator has recently released new guidance for professional year candidates and supervisors ... |
| | | | ... Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency. Aperio, which has advised families, business owners and young ... |
| | | | ... APRA-imposed licence condition in 2023 and another one applied last December, relating to investment governance frameworks and practices, including oversight of platform investment options made available to members, particularly around First Guardian. ... |
| | | | ... consumers and advisers. The main challenges advisers highlighted were lack of standardised definitions, poor disclosure practices, misleading product names, products not matching client preferences and insufficient reporting. "Clearly, trust is an issue ... |
| | | | ... paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million. WT Financial managing director Keith Cullen said advice practices increasingly need access to scalable specialist capabilities, including high-quality outsourced services as an alternative ... |
| | | | ... manage artificial intelligence (AI) risks. With rapid AI adoption, the Institutes note governance and risk management practices have not kept pace, and the AI Risk Management in the Financial Services Sector guide was designed to close the gap. "Despite ... |
| | | | ... across the advice landscape. "By partnering with providers addressing the most important needs of Australian advice practices, we can help create more connected, efficient and scalable technology environments," Ong added. Iress chief executive Andrew ... |
| | | | ... public menus. Yap notes advice and dealer groups increasingly look to build portfolios that are fit for purpose for their practices and match client priorities - whether that means responsible investment, sustainable or low-cost options. He adds the ... |
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