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| | | ... benefits created are realised and reinvested back into the business, creating a stronger value proposition for our financial advisers and clients." Wright said that bringing together Evidentia and Lonsec Investment Solutions is an exciting next step ... |
| | | | ... solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised inputs and outputs for clients with ... |
| | | | ... make commitments before the election." On January 31 the CSLR released its FY26 levy estimates which revealed financial advisers would likely have to fork out $70 million to fund the scheme, breaching the $20 million sub-sector cap. The CSLR put blame ... |
| | | | ... obligations and the course must be approved by ASIC before it is undertaken. Last December, the FSCP reprimanded two financial advisers who failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser was ... |
| | | | ... to who will fund the balance of $50 million, the relevant minister at the time will make a determination. If financial advisers end up footing the bill, CPA Australia's spokesperson on financial advice Richard Webb said financial advisers could see ... |
| | | | As new estimates show that financial advisers will have to fork out $70 million to fund the Compensation Scheme of Last Resort (CSLR) for the next financial year - breaching the $20 million cap - Treasury is now calling for a review of the controversial ... |
| | | | ... Orbis from sister company, Allan Gray Australia, where he served as a business development manager working with financial advisers and wealth management professionals in Victoria, Tasmania, and South Australia. He began his career with the Allan Gray ... |
| | | | ... Financial Planning, Charter Financial Planning, Hillross, and Jigsaw Advice Solutions. In all, it has about 1300 financial advisers on its books. In March 2025, Entireti is planning to unite all the AMP licensees, currently collectively known as New ... |
| | | | ... down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration (FUA) and the company ... |
| | | | ... services," he said. At the start of 2024, Finura predicted that "AI mania" would over-promise and underdeliver for financial advisers and more superannuation funds offering digital advice - both of which eventuated. While the likes of Hostplus, HESTA ... |
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