Search Results | Showing 61 - 70 of 13206 results for "Adviser" |
| | | Rest has come under scrutiny following claims it incorrectly reported superannuation contributions to the Australian Taxation Office for an individual who was never a member of the fund. The issue was raised publicly by financial planner Matt Marsh ... |
| | | | ... income strategy," Marquet says. And earlier this year Allianz Retire+ made enhancements to AGILE on the back of direct adviser and client feedback. This included a significant reduction in fees, halving the product fee to 0.3% per annum, which also applies ... |
| | | | The Stockbrokers and Investment Advisers Association (SIAA) Conference will soon unveil several, new key initiatives and research, while the minister for financial services and his counterpart will provide updates on critical reforms at the annual conference. ... |
| | | | ... expect the levy to increase the cost of financial advice, as firms move to pass on the impact of a potential $4000 per adviser bill. To offset the cost, 79% said they will be forced to increase client fees. Others are considering scaling back investment ... |
| | | | ... retail distribution. Taggart joins HUB24 with more than a decade of senior leadership experience across distribution, adviser engagement and strategic growth roles within financial services. Most recently, he served as a general manager of distribution ... |
| | | | ... value of its proprietary data. The partnership will help design data-driven features that reduce manual effort, improve adviser productivity and support new revenue opportunities for wealth providers, Iress said. The changes will be brought in a staged ... |
| | | | ... lead the firm's distribution function, working closely with existing and prospective clients to drive growth across adviser, private wealth, and institutional channels, Ten Cap said. Cheika brings nearly 15 years of experience across the financial ... |
| | | | ... head of platforms investment product development. Prior to BT, he spent four years at Mason Stevens, including as head of adviser services. At JANA, he will lead the wealth business strategy, strengthening advice, investment, operational and implementation ... |
| | | | ... involving financial advice, advisers tend to perceive AI as inferior to themselves and perceive clients who consult an AI adviser as "less competent". Research author associate professor Gerri Spassova said learning a client has sought AI advice decreases ... |
| | | | Vision Super is shutting its $24.5 million Diversified Bonds investment option due to low member demand. As at December 2025, the option represented less than 0.08% of total funds under management, Vision Super said, adding the trustee regularly reviews ... |
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