Search Results | Showing 371 - 380 of 4722 results for "FINANCIAL ADVISERS" |
| | | 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 ... |
| | | | ... United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. Merhi was one of the financial advisers that recommended his clients invest in the Shield Master Fund. In December 2024, Keystone Asset Management - the responsible ... |
| | | | ... outperform their non-advised counterparts by 7.6% compared to 6.4% in the median rate of return. "The research found financial advisers play an important role in bolstering SMSF returns and helping trustees to avoid investment mistakes," SMSFA chief ... |
| | | | ... Caroline Gurney to help promote the group's model and investment strategy to a broader network of brokers, financial advisers, and high-net-worth investors. He will work across the three Future Generation funds: the listed investment companies Future ... |
| | | | Platforms have vastly improved their bulk processing capabilities, particularly as financial advisers come to dread the new fee consent renewal process, SuitabilityHub managing director Recep Peker says. This is one of the main findings in SuitabilityHub's ... |
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