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| | | ... management globally are in portfolios that reflect our clients' preferences around factor exposures. "Super funds and their advisers have their own smart ideas about what kinds of portfolios they want. Sometimes a traditional manager will be best to ... |
| | | | ... been branded as unfair, according to Financial Standard's latest online survey. An overwhelming number of financial advisers (68%) said the long-awaited exam the Financial Adviser Standards and Ethics Authority outlined in November is neither fair ... |
| | | | ... adviser service fees has accrued into the account. However, NAB's functionality did not allow it to separate clients and advisers. Also, the process of removing an adviser from a client account required three internal processing teams and there were ... |
| | | | ... platform to white label and run alongside its existing in-house platform Accolade. Patersons currently has 113 financial advisers on its books, overseeing about $13.5 billion in CHESS-registered assets. Its Accolade platform administers about $2.4 billion ... |
| | | | ... super assets projected to hit $9.5 trillion by 2035, ClearView believes this represents an unprecedented opportunity for advisers as the average super balance is expected to hit $471,000 in the same period. As a result, the average Australian would more ... |
| | | | ... industry in this country has, until now, largely communicated to its retail audience via intermediaries, such as financial advisers. OpenInvest gives us a chance to reach the many investors who don't have a financial adviser," he said. SG Hiscock managing ... |
| | | | ... "Vertically integrated financial services business models are also demonstrating complex conflict of interest challenges for advisers." "Senior leaders acknowledged recently in the Royal Commission that robo-advice services, with hardened process orchestration ... |
| | | | ... "The matter relates predominantly to small to medium corporate super plans established pre-FOFA 1 July 2013 managed by advisers. Based on current information, we believe the amount is unlikely to be material," the group said. During Wilkins' appearance ... |
| | | | ... launched an adviser-focused health insurance offering by way of an expanded strategic partnership with nib. Financial advisers will be able to refer clients to a TAL health insurance team at nib, receiving a 5% discount on cover. The new offering, comprising ... |
| | | | Financial Standard launches its FS Power50 guide today, recognising the 50 most influential financial advisers in Australia as voted by the industry. In compiling the list, Financial Standard defined "influential" as individuals who have been or continue ... |
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