Search Results | Showing 301 - 310 of 4656 results for "financial advisers" |
| | | New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ... |
| | | | ... joined the firm. Ord Minnett chief executive and managing director Karl Morris said the significant addition of financial advisers is a strategic move, noting that the firm has made no secret of its plans to grow through "actively recruiting top-tier ... |
| | | | ... professionals spanning accounting, bookkeeping, financial advice, and superannuation. AIOFP represents around 5000 financial advisers operating under 120 AFSL practice members. Despite servicing different professional needs, the two organisations said ... |
| | | | ... 950 practices with over $30 billion in funds under management. Janes worked at BT and MLC. "As the needs of financial advisers grow, we are seeing increased demand for our deep expertise in specialised portfolio solutions. Matt Young and Staten Janes' ... |
| | | | More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an ... |
| | | | ... would say that it looks like this." Additionally, according to AUSIEX's data, there is strong demand from financial advisers in the fixed income space. Specifically, there was a 10.65% increase in the number of trades year on year, with a 2.67% increase ... |
| | | | ... the SMSFA and goes against financial advisers' Code of Ethics. "The code imposes certain obligations on financial advisers, including acting in accordance with applicable laws, acting in clients' best interests and not advising where there is ... |
| | | | ... of an external creative agency and consultation with The Advisers Association, the group's employees and financial advisers. Brand workshops and surveys were also conducted. The group's network was then able to review and select from a shortlist ... |
| | | | ... to a research paper by the Australian Superannuation Fund Association (ASFA). Death cover arranged through financial advisers also took a hit, with insured lives falling 36% from 2.04 million in 2018 to 1.51 million in 2023 - likely collateral damage ... |
| | | | Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ... |
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