Search Results | Showing 51 - 60 of 7617 results for %22Financial advisers%22 |
| | | Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ... |
| | | | ... The banking sector has a few large participants and a handful of smaller, competitively differentiated banks and other financial institutions, such as building societies and credit unions, that have maintained long-term market position," Mercer principal ... |
| | | | ... negative returns in any given year. "Because super is a long-term investment, we believe this change is in the best financial interests of our MySuper members," it said. "Under the updated strategy, we'll invest 100% of your account balance in our ... |
| | | | ... solutions are strategic asset allocation, indicating these are long term investment solutions," Schaffer said. "Financial advisers mainly use managed accounts as a core, long-term portfolio allocation solution, dedicating 60% of new client money to core ... |
| | | | The Financial Advice Association Australia (FAAA) has called on the Australian Taxation Office (ATO) to build upon the progress it made in its public release of revised tax deductibility guidance in December 2023. The FAAA said the ATO should further ... |
| | | | Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ... |
| | | | ... ability to navigate challenges and seize growth opportunities." The team now stands at 46 staff including 14 financial advisers with over 300 years of combined industry experience with two more existing staff about to commence their professional years. ... |
| | | | AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ... |
| | | | ... from 46 large and smaller organisations, including BT Panorama, Clime Asset Management, DASH, Elston, HUB24, Insignia Financial, Macquarie, and Praemium. |
| | | | ... a burgeoning tactic to "throw investors off the scent" of potential vulnerability. Worn also observes that financial advisers and wealth management firms are falling prey to trickery from shoddy vendors presenting themselves as possessing AI capabilities. ... |
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