Search Results | Showing 21 - 30 of 330 results for "Advice firms" |
| | | ... under two hours, with 43% completed in under 60 minutes. "We're seeing growing interest from larger national advice firms who recognise the productivity gains Advice Designer delivers," Worn said. "This investment positions us well to scale as demand ... |
| | | | ... advisers, training and mentoring professional year candidates, and establishing joint venture relationships with advice firms but, adjacent to that, we've invested heavily in our systems, processes and technology to drive efficiencies and make ourselves ... |
| | | | ... change is a shift from a percentage-based model to a flat-fee model. This is evident from Netwealth's data on advice firms between 2016 and 2025," the report said. "It's particularly significant in portfolios with less than $250,000, and the ... |
| | | | ... requires an urgent shakeup. Speaking to Financial Standard, Akambo managing director Joe Akiki has warned that financial advice firms without a sound governance framework will be prone to the rapidly changing environment, as platform providers and regulators ... |
| | | | ... collapses in the financial advice industry contributed to high volumes of complaints against advisers and financial advice firms. This type of complaint increased by 18% in FY25. Self-managed superannuation fund (SMSF) complaints grew by 95% to 1323. ... |
| | | | ... the research house that gave the funds' ratings. Abood says it's worth asking the question of whether the advice firms that relied on those ratings, and put the products on their product lists, should be held accountable for trusting that rating? ... |
| | | | ... New South Wales," he said. Gilmour said the expansion will target strategic partnerships with boutique financial advice firms, insurance brokers, lending specialists and accounting practices, which will help create joint ventures and referral pathways ... |
| | | | ... that local practices depend on their overseas representative to ensure risks are managed appropriately. This puts advice firms' data and technology at risk. It also risks the loss of control over some outsourced tasks or business functions that can impede ... |
| | | | ... maintain control over decision-making. The AdviceTech 2025 Turning Data Into Growth report, based on over 300 financial advice firms, highlights that these firms are continually seeking to leverage data, automation, and artificial intelligence (AI) to ... |
| | | | ... one of the largest and most experienced software investors. DASH partnered with S64 this year to provide financial advice firms access to private markets investments. |
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