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| | ... interest in that area". Next year, ASIC will home in on high-risk property schemes. This means ASIC will target financial advisers, lead generators, cold callers, and conflicted directors of highly speculative property schemes. "The investment is often ... |
| | | ... service includes access to a personal aged care planner that enables family members, healthcare professionals and financial advisers to collaborate online to put suitable care arrangements in place, CFS said. "At CFS we want to support our members throughout ... |
| | | ... financial services. In its 2024-25 Corporate Plan, ASIC wrote that it will "review how investment managers and financial advisers manage the risks of using offshore service providers." "In particular, we will look at how they manage risks related to ... |
| | | ... so, a survey conducted by CoreData and Praemium between August and September found. Nearly one third (30%) of financial advisers focused on wealthy clients found it difficult to access alternatives via their primary investment platform. Nearly 10% described ... |
| | | ... economic cycles and financial crises in their lifetime, they also tend to have a better grasp of "the value that financial advisers and other investment professionals can bring to the table." Meantime, exchange-traded funds (ETFs) are the most common ... |
| | | A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ... |
| | | ... initiative will help the profession better serve this strong and growing community. "The declining number of financial advisers in Australia is a well-known and serious issue. We hope this agreement with FPSB India will lead to more advisers working ... |
| | | Financial Standard has recognised the most influential financial advisers in Australia in its annual FS Power50 list. The Power50 list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial ... |
| | | ... investors. In the second action, the SEC found JPMS failed to fairly disclose financial incentives it and its financial advisers were entitled to when they recommended the firm's own Portfolio Management Program over third-party programs also offered ... |
| | | Retail superannuation offerings from AMP, Macquarie, and HUB24 spend big on external financial advisers, while industry funds prefer to invest in their own advisers and intra-fund advice, new APRA data reveals. APRA's recently published data based ... |
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