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| | | ... strategic priority for most advice firms, with the majority focused on simplifying operations and increasing revenue per client over the next three years. "Many see platforms playing an essential role in expanding their operational capacity, and want ... |
| | | | ... this regime is arranging for your clients to receive another designated service," Derham said. "You are arranging for your client by filling out forms to help them receive their data service from somebody else." However, if an adviser can access clients' ... |
| | | | The opportunity costs of leaving cash in a savings account are too high as financial advisers can do more to help manage clients' emotional responses when it comes to taking higher risks with their money, a behavioural finance expert said. At the ... |
| | | | ... income solutions and adviser engagement, Philips has built a strong reputation for helping advisers construct resilient client investment strategies and navigate complex market environments. "Privity's disciplined approach to originating, structuring ... |
| | | | ... Australia's largest healthcare deals. Before spending five years at Dexus, Websdale was head of property at Heathley, a private-client real estate fund manager, and general manager of office and industrial at Stockland. Earlier in his career, he ... |
| | | | ... conflicted payments or to the significant inflows going into Shield and First Guardian, and did not respond adequately to client complaints. In announcing it would defend the proceedings, Sequoia referred to the matters as "historic events" and said ... |
| | | | ... not only clearly demonstrated a level of technical excellence, incorporating engagement with all the professionals in a client's life, but he also showed great empathy and professional judgement to adapt and deliver client first advice in times of considerable ... |
| | | | ... advice remains strong. "The current talent pool is notably thin especially for advisers with portable books and strong client servicing or paraplanning backgrounds," the report read. "The talent shortage is driving super funds to expand teams to ensure ... |
| | | | The shadow minister for financial services Pat Conaghan has thrust ASIC front and centre of the First Guardian and Shield Master Fund collapses, saying it should take accountability for its delayed action and it is high time for its reformation. Conaghan ... |
| | | | ... team members who are on their investment committee. So, that whole thing that the offshore team member is just going to do client research or calls a review prep, it's moved a long way from them," she said. Abood assured job seekers in Australia ... |
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