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| | | ... Global Advisors (SSGA) head of model portfolios EMEA and APAC Kathleen Gallagher revealed the main concerns financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. After surveying ... |
| | | | A new report published by the SMSF software provider has revealed growing opportunity for financial advisers and demonstrates the potentially detrimental effect of the proposed Division 296 tax. The 2024 Annual Benchmark Report dives into potential ... |
| | | | ... greenlighting the AMP Buyer of Last Resort (BOLR) lawsuit settlement amount, there is still a long way to go before financial advisers can have peace of mind with the payout process to potentially draw out to mid-2025. This is according to The Advisers ... |
| | | | ... say staying disciplined and having robust communication skills have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief executive Cameron Forbes, and Complete Financial ... |
| | | | ... solve for this under-served segment of the market," Edwina Maloney, AMP group executive and director of platforms, said. Advisers and their clients can access a more personalised space on North, providing better flexibility and customisation to achieve ... |
| | | | ... research. The wealth management and advice solutions technology provider's research, which was carried out with 120 financial advisers, found that knowing what approach to take for pension income - for instance, drawdown, annuity, or a blended strategy ... |
| | | | ... strategy reviews... Additionally, as more investors take a self-directed approach or seek episodic advice, the role of advisers in providing targeted, specialised advice becomes even more critical," Praemium said. "Advisers have a unique opportunity ... |
| | | | ... support in calling for a public inquiry, with the association saying a debt of as much as $135 million could be lumped on advisers if nothing is done to rectify the situation. In turn, this would likely force the cost of advice even higher. FAAA chief ... |
| | | | SMSF Association, Deakin University, and AccountantsIQ have partnered to deliver two courses for financial advisers. Deakin University is offering Ethics for Financial Services (Intensive), a compulsory bridging unit with 30 CPD hours. It runs across ... |
| | | | ... the appointment, Kerr said: "MLC Life Insurance is a great business with big ambitions. I've been tasked with putting advisers at the centre of our retail business and I'm excited to work with an incredible team and join an already stellar effort happening ... |
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