Search Results | Showing 461 - 470 of 4656 results for "FINANCIAL ADVISERS" |
| | | ... transitional period should be extended beyond June 30 to provide certainty and clarity, as both product issuers and financial advisers scramble to comply with this unexpected change and to identify, notify and engage with impacted clients," the SMSFA ... |
| | | | Financial advisers shoulder much of the responsibility in helping facilitate the massive intergenerational wealth transfer that has blown out to nearly $5 trillion, according to new estimates, as recipients are largely financial illiterate and ill-prepared ... |
| | | | AMP North has launched a new tool for financial advisers to support client review reports. The tool, called North Interactive, allows advisers to visualise clients' account and performance information. It provides clear visuals and the capability to ... |
| | | | Exchange-traded funds (ETFs) are dominating client portfolios as nine out of 10 financial advisers continue to recommend them to clients, a new study shows. The 2024 Trends in Investing report reveals that more than 60% of advisers will up clients' ... |
| | | | ... conversations, according to BT, as they gear up to close the financial year. An analysis of 8000 queries from financial advisers fielded by the BT technical services team found that inflation and cost-of-living pressures dominate many conversations. ... |
| | | | ... Perrett set up Freshwater Wealth, which is licensed by Centrepoint Alliance, and is joined by partners and financial advisers Jon Harris and Dean Fuchs. The three are former Westpac advisers, with Perrett, a 2022 FS Power50 financial adviser, having ... |
| | | | ... the Compensation Scheme of Last Resort (CSLR), considerably increasing the potential cost of the scheme to financial advisers well beyond the actuarial estimates," she said. "Ending the membership of Dixons as proposed, effective on 30 June 2024, represents ... |
| | | | Five JBWere financial advisers will jump ship to Koda Capital as the latter expands its presence in Melbourne. Simon Talbot spent more than 23 years at NAB's JBWere where he was most recently a director and senior wealth adviser. Elizabeth Watson joins ... |
| | | | ... cultural and strategic alignment between the firms, and they have an outstanding track record of supporting financial advisers," Clime chief executive Annick Donat said. She added that the two groups will work closely together to ensure a smooth transition ... |
| | | | Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ... |
|