Search Results | Showing 4351 - 4360 of 9819 results for "Advisers" |
| | | Self-licensed financial advisers are in favour of peer-based learning when it comes to knowing more about managed accounts. The latest survey of self-licensed businesses in the IOOF Alliances network showed advisers prefer engaged and interactive community ... |
| | | | ... their liquid wealth, privately-held assets and closely-held businesses." "Despite the proliferation of technology, robo-advisers, automation and algorithms in financial services, we still believe in the value of relationships," Fuld said. Since Lehman's ... |
| | | | ... hot on the back of the group's launch of its retail super offering last month. The bespoke super fund allows financial advisers and their clients to build a tailored and diversified portfolio of global assets, which they can personally manage online. ... |
| | | | ... from $2.7 billion. As at the end of October, Panorama holds more than $7.3 billion in FUA. Fuelling this, the number of advisers using Panorama has doubled each month since March 2017, and more than 4300 self-managed superannuation funds have also been ... |
| | | | ... members. BT Financial Group recently enhanced its Panorama SMSF solutions by partnering with BGL, providing accountants and advisers a two-way data feed from BT Panorama to Simple Fund 360. Simple Fund 360 also integrated with Xero Practice Manager in ... |
| | | | Financial advisers are divided when it comes to combining human advice with robo solutions. About 43% of advisers want to embed digital or robo solutions together with face-to-face advice, while an equal number completely shun this idea. Only 13% of ... |
| | | | ... overlap of broking with financial advice. The next release of the FinPal software will seek to bridge the gap created by advisers and brokers using different, disconnected software systems, resulting in disjointed client experience. FinPal chief executive ... |
| | | | ANZ Wealth has launched an online resource to help prepare financial advisers for the looming Life Insurance Framework (LIF) reforms. The online hub provides guidance on how OneCare commissions will be paid, detail key deadlines and how the transition ... |
| | | | ... Apple. Class chief executive Kevin Bungard said: "Super reforms are having a huge impact on the SMSF industry, prompting advisers and their clients to consider strategies that will enable them to remain within the $1.6m transfer balance cap." He added ... |
| | | | ... assets under advice to more than $6 billion. Wise Planners, which AZ NGA acquired in 2015, bought the client book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in June and had previously discussed succession planning strategies with ... |
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