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| | | ... and solutions described in existing literature and provider offerings, compared to the operational realities faced by advisers, driven by fundamental data issues. This contrast has led to a misalignment between proposed technology solutions and the needs ... |
| | | | ... "Working with Morningstar's regional and wider global manager research teams, Eva will continue to support investors, advisers and superannuation funds in providing them with independent research and investment insights," Olsen said. "We are very excited ... |
| | | | ... service has re-orientated or shifted in the past few years due to all of the regulatory and compliance [changes] that advisers have to face," Guiamatsia added. "What we are seeing here is the divergence between the demand, which is increasing, and the ... |
| | | | ... 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 ... |
| | | | ... service different client segments from a single platform. CFS executive director of managed accounts Frances Taylor said advisers and their clients can benefit from true diversification by spreading risk across different countries, sectors, and asset ... |
| | | | ... increase efficiency and profitability of the advice business by harnessing AI "to reduce our cost to serve, freeing up advisers to spend more time with more clients." "At Insignia Financial we believe in the power of financial advice and its ability ... |
| | | | ... 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 ... |
| | | | ... Mason Stevens," Mason Stevens said. "Brad is passionate about helping clients maximise their wealth and working with advisers to deliver the best possible investment solutions for clients throughout their investment journey." In his new role, Creighton ... |
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