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| | | Betashares is bringing another exchange-traded fund (ETF) to its lineup, marking its third addition this month. The Betashares MSCI Emerging Markets Complex ETF (ASX: BEMG) - available on the ASX from August 25 - will provide investors with access to ... |
| | | | ... cold calling outfits get people to agree to talk to someone else. Thus, they get consent for someone, either a financial adviser or other, to talk to the client," Anderson explained. "Thus, the removal of the anti-hawking exemption for financial advisers ... |
| | | | ... dropping after the Rhombus Advisory separation, though the group said these savings were offset by increases in salaries and adviser incentives over the period. It said a focus on efficiency in the delivery of advice and on higher value clients resulted ... |
| | | | ... high levels of customer satisfaction experienced by our clients," Netwealth said. Additionally, the platform also saw adviser numbers rise to 3971, up 5.6% over the year. Other key business drivers include managed account net flows of $4.3 billion, increased ... |
| | | | ... insurance, and misleading and deceptive or unconscionable behaviour. One example cited by ASIC was a report of a financial adviser that obtained the signature of a client with dementia across multiple investment documents. The client did not fully understand ... |
| | | | ... contemporary wrap platforms in Australia," she said. "The speed at which the team are able to implement enhancements and act on adviser feedback is what makes me excited to be joining Liz and the MLC Expand team." |
| | | | ... reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve, with 52% reporting a rise in earnings. Only ... |
| | | | ... will proportionately contribute to the advancement of platform, "with a clear focus on scalability, transparency, and adviser efficiency." In March, the Institute of Managed Account Professionals (IMAP) determined the local managed accounts sector had ... |
| | | | ... point, 16% of advisers were using HUB24, with it now having doubled to 33%, it said. Over that time, funds under advice per adviser has also grown from $14 million in FY21 to $22 million today. |
| | | | ... since 2018. "There have also been concerning increases in rates of disputes involving policies sold through a financial adviser," ASIC said. ASIC therefore wants life insurers to improve in four key areas to be "in a better position to demonstrate their ... |
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