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| | | ... is new territory," she said. The use of outsourced providers operating overseas has become popular among many financial advice firms. In the context of this latest ruling, Cornelissen said Australian businesses should consider offshoring in partnership ... |
| | | | ... death benefit distribution complaints progress, AustralianSuper had the most with 115. Unsurprisingly, in the financial advice sector, Dixon Advisory received the most complaints with 847. AMP Financial Planning received 30 complaints and Commonwealth ... |
| | | | ... today, Insignia Financial said it is looking to unlock scalable and sustainable growth across all four business lines - Advice, Wrap, Master Trust, and Asset Management. One of the ways Insignia plans to do this is through AI, particularly in the delivery ... |
| | | | ... around asset choice - whilst providing exceptional administrative capability - will continue to grow their share of the HNW advice market." |
| | | | Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ... |
| | | | LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ... |
| | | | ... merger is a natural evolution that aligns with our shared values and vision for the future; two teams committed to providing advice for a healthy, wealthy and happy life," Thurecht said. "Together, we are excited to build a stronger, more resilient advice ... |
| | | | ... provider; and increased quality assurance and compliance oversight of client correspondence, AFCA said. Investments and advice AFCA found a particular financial firm's settlement agreement was "inconsistent" with AFCA's approach in investments and advice ... |
| | | | ... financial adviser (39%) than those without (21%). The top three reasons investor use a financial adviser are to get expert advice, to manage their investment portfolio, and to plan for retirement. However, VanEck suggested "better sleep" may also be ... |
| | | | ... DASS's broader circumstances. Ryan stated he believed entering the deed was in Dixon's best interests, having weighed the advice he received and the impact on both creditors and the parent company. The judge rejected ASIC's argument, finding no grounds ... |
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