Search Results | Showing 781 - 790 of 4742 results for "Financial advisers" |
| | | ... endorsed by 99.94% of its shareholders. Following the name change, it also completed the acquisition of Affinia Financial Advisers, growing its adviser network substantially. At the time, Humphrey said the acquisition was strategic as the firm looked ... |
| | | | ... financial advisory process redundant in the near future. Instead, it may be used as a back-office solution by financial advisers, who use GPT-4 to generate portfolio recommendations from the investor profiles they generate and which they implement and ... |
| | | | Financial advisers have welcomed the elimination of many back-office inefficiencies under the federal government's adoption of the Quality of Advice Review recommendations. Some of the QAR recommendations assistant treasurer Stephen Jones flagged ... |
| | | | Financial advisers from large aligned AFSL groups bear the brunt of complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows ... |
| | | | ... their offerings to target more intra-fund advice," he said. "But often funds [already] have relationships with financial advisers, or other third parties that can supply those services." Developing a sustainable and affordable intra-fund advice offering ... |
| | | | ... this announcement does is just enable us to get on with the job," he said. About half of the country's financial advisers currently use BT's platforms, which currently comprise Panorama and Asgard eWRAP. By market share, Plan For Life puts BT ... |
| | | | ... indexation of the transfer balance cap and the $3 million cap present a variety of engagement opportunities for financial advisers. On average, SMSF advisers estimate the indexation of the transfer balance cap may affect one in three clients, and that ... |
| | | | The proportion of candidates who passed the latest Financial Advisers Exam remains relatively steady at 63%. Of the 195 candidates who sat the May exam, 122 or 63% passed. This is in line with the February exam, which had similar results of 195 candidates ... |
| | | | ... unsung structural aspects of ETFs. It's no secret ETFs have experienced growing popularity, especially among financial advisers. The adoption of ETFs by financial advisers has grown significantly, with 62% of advisers having used ETFs and intend ... |
| | | | ... themselves are actually more concerned with the $3 million cap proposal." The report also revealed the proportion of financial advisers providing SMSF advice continues to rise. It now sits at 79%, up from 74% in 2022 and 72% in 2021. What's more, two ... |
|