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| | | ... and wealth offerings. Syfe said it wants to roll out a "hybrid advisory model" which supports customers and financial advisers, including self-managed super capabilities. It said it wants to help close the advice gap, offering services to more of the ... |
| | | | ... ready and prepare operations for an orderly transition." The reforms have also been a point of concern for financial advisers, with the BT Technical team seeing more than 1100 advisers register for a recent webinar on the topic. Challenger's head of ... |
| | | | ... solutions. AUSIEX chief executive Patrick Salis said with this transaction, AUSIEX will "provide local institutions, financial advisers, family offices, SMSF and high-net-worth and wholesale investors with one of the most comprehensive investments trading ... |
| | | | ... not using an adviser, 36% said they can't afford it. CFS said "this presents a major opportunity for super funds and advisers to raise awareness about this option." "As government starts developing new guidance on super and retirement, this should also ... |
| | | | ... set-ups, however, indicates that the broader SMSF population still has significant advice needs. The number of SMSFs using advisers grew from 140,000 in 2023 to 155,000 in 2024. Despite this growth, most of the sector remains without an adviser. Vanguard ... |
| | | | ... has successfully defended itself against a class action which was filed in 2020 alleging it failed to ensure financial advisers were acting in their clients' best interests. The case has been before the court for just shy of five years, with Justice ... |
| | | | ... increased volatility in global markets will heighten the importance of engagement and carefully tailored advice from advisers to retain trusted relationships. It said, "advisers should be mindful" that 56% of Gen X investors and 47% of millennials indicate ... |
| | | | ... summary templates, for active use. FAAA chief executive Sarah Abood said the body is particularly pleased to provide advisers and accountants with a practical guide that's been ratified by the accounting associations. "The implications of the updated ... |
| | | | ... told the recent J.P. Morgan Asset Management Media Summit in London. Ward, who used to chair the council of economic advisers for the UK government, pointed to the acute tension between economics and politics that is rippling across the markets. "This ... |
| | | | ... lot of work to be done to figure out how best to do this, so it works for Focus, works for us and works for all of the advisers." James is widely regarded as a logical succession choice, having accumulated three decades of experience across investment ... |
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