Search Results | Showing 411 - 420 of 10424 results for "advice" |
| | | ... across multiple systems, using interactive visuals and client-specific data insights. Other features include the ability for advice practices to add market commentary, tailor templates, use their preferred wording for asset classes and categories, and ... |
| | | | ... Fortress Townsville financial adviser Alyssa Turner, Purely Finance provisional financial adviser Clare Telford, and Stella Advice director and life insurance specialist Kristy Mitchell. Each recipient is awarded a $2000 grant to attend the Financial ... |
| | | | ... 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 ... |
| | | | ... increased adoption of models in Australia, improving efficiency gains and empowering advisers to provide more personalised advice and consistent portfolio outcomes, JPMAM said. JPMAM head of wholesale for Australia and New Zealand Mark Carlile said the ... |
| | | | ... streamlined approach to their reporting frameworks." The implementation follows Aware Super's launch of a new digital advice tool to help members with retirement planning. The super fund said the tool can provide members with estimates of how much ... |
| | | | ... issues, including the inappropriate use of lead generation services, gaps in the capital and insurance requirements for advice businesses, the absence of a risk-based approach to managed investment scheme registration and [their] resourcing requirements ... |
| | | | ... Super members, McLoughlin added that the scale will allow the fund to continue to grow its Australian-based call centre and advice services, secure premium investment opportunities and continue its investment in digital tools. While it is "business as ... |
| | | | ... national footprint and amplifies the targeted promotion of our strategic product solutions across wealth management, financial advice and institutional engagement. Commenting on his new position, Rodda said he was excited to take on the role. "I see ... |
| | | | ... consecutive losses of $3.8 million and $1.9 million in FY24 and FY23 respectively. It recently grew funds under management, advice and mandates to $1.7 billion, offering individually managed accounts, managed funds and separately managed accounts. What ... |
| | | | ... director at Capital Group and strategic account manager at Perpetual Investments. He has over 20 years of experience spanning advice and asset management. Ironbark was recently named a finalist for Distributor of the Year at the 2025 Zenith Fund Awards. ... |
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