Search Results | Showing 41 - 50 of 4438 results for "Practice" |
| | | ... Business ready IV found that the roles of PDMs and BDMs, while costly in terms of salaries, can add enormous value to a practice amidst consolidation and fragmentation by promoting financial advice and helping advisers deliver advice to the market. "In ... |
| | | | ... consent capture" to enhance efficiencies without compromising compliance or raising costs. "This supports compliance practice and minimises interaction oversight to improve accuracy in client communication and disclosure consent," GBST said. GBST head ... |
| | | | Rest is $150 million closer to reaching its impact investment target after allocating to a listed equity fund. Rest has invested in an international listed equities strategy run by Ninety-One, which "aims to achieve long-term total returns by investing ... |
| | | | ... think of their client's data akin to a precious diamond. "If you could imagine the lifetime value of a client in your practice, wouldn't it be that of a precious gemstone? And if that's the case, then you can relate to the fact that you might lose that ... |
| | | | When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ... |
| | | | ... Self-managed super funds are an integral part of that choice," he said. "Self-managed super was a key component of the original practice legislated in 1993, and it will remain critical under a future coalition government and to support choice individual ... |
| | | | An extensive review of processes across superannuation trustees, financial advisers and advice licensees has found very little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance ... |
| | | | ASIC is putting the pressure on financial advisers to provide appropriate SMSF advice using "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior ... |
| | | | ... worked as a relationship manager. His prior experience includes working at BT Financial Group as a key account manager and practice specialist for accountants. Cassidy also worked at AMP in managerial roles for more than six years. MacDonald and Cassidy ... |
| | | | ... March 28 to file its defence. The first case management hearing is scheduled for May 10. According to Shine Lawyers' practice leader Hadi Boustani, up to 500,000 Rest members may be affected. "This was money down the drain for fund members who paid ... |
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