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| | | Research and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says. According to its 2025 Adviser Product and Marketing Needs Report, which ... |
| | | | ... making them a valuable addition for investors seeking long-term growth and diversification. "The fund offers financial advisers and the clients they support access to a vast investment universe, where fundamental research can identify quality companies ... |
| | | | ... provided efficiently, honestly and fairly. ETS also allegedly increased exposure to Shield by members and their financial advisers on a superannuation platform. EQT managing director Mick O'Brien said: "The ETSL Board is committed to acting in members' ... |
| | | | ... as a beneficial productivity tool that boosts efficiency and enables accuracy. Where it is adding big value for many advisers is in file-noting thanks to a proliferation of AI-powered apps. "Anytime we talk with a client, we have to make a detailed file ... |
| | | | ... Scheme of Last Resort (CSLR) Special Levy for 2025/26, the Financial Advice Association Australia (FAAA) said financial advisers should not be expected to pay more than the $20 million sector cap. FAAA chief executive Sarah Abood said the amount owing ... |
| | | | ... Clearstream's Vestima into its Spectrum platform, offering global fund access and operational efficiency for financial advisers. Vestima supports over 245,000 funds across 55 markets with nearly €4 trillion ($7tn) in assets under custody. Under the ... |
| | | | ... stop him from leaving the country until 12 December 2025 or until further order of the court. Clients of Merhi and his advisers invested about $296 million of their superannuation into First Guardian and some $230 million into Shield between 2020 and ... |
| | | | ... executive costs, third-party service reductions, and IT renegotiations," he said. Such savings were reinvested into new advisers, operations staff, and investment specialists in funds management, operations and advice support. "Rebuilding Clime has also ... |
| | | | ... including cutting account fees, and the ability to mix and match investments from other menus. The new North Grow allows advisers to simplify pricing, with no account fees and tiered administration fees, creating a cost-effective solution for clients. ... |
| | | | ... experience for its customers, including a digital fact find and real-time modelling to streamline the advice process for both advisers and clients. "By integrating data with our advice technology, we're reducing duplication, saving valuable time, and ... |
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