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| | | ... key, and we believe members should be empowered to make the right decisions for their circumstances, with the support and advice of their super funds," Delahunty said. The report also provided other suggestions as to how Australia can increase its rating ... |
| | | | ... trusted financial adviser." Rising Tide senior financial planner Rebecca Pritchard said Australians "benefit massively" from advice, and it's the adviser's job to demonstrate this value from the outset of the relationship. The report also highlighted ... |
| | | | ... London-based EBC provides financial brokerage, asset management, and investment solutions. In Australia, it holds a general advice licence that allows it to service retail and wholesale clients. The acquisition of the new AFSL, which complements the ... |
| | | | ... as "best in breed solutions." "We chose to partner up with Managed Portfolios because the solution came from their own advice practice, so the technology is built by advisers for advisers," Constable said. "We understand that managed accounts are an ... |
| | | | ... advisers using its platform. Retail comprises the lion's share of FUA at 85%. During the quarter, HUB24 launched pre-populated advice fee consent forms and refreshed it digital advice fee consent dashboard. This provides advisers with greater flexibility ... |
| | | | ... office, Henderson worked for several Big Four and mid-tier chartered accounting firms where he provided specialist tax advice to private business and family trusts. Chief executive Phil Harkness noted that family offices are a powerful force. "They deploy ... |
| | | | ... competence to deliver the relevant financial service. In terms of professional registration, those who provide personal advice to retail clients on relevant financial products had to be registered with ASIC from February 1. In total, 1531 licensing and ... |
| | | | ... and before that was head of operations when she joined in March 2018. Ridley also worked at Pitcher Partners as head of advice and NAB for more than six years. In 2023, Ridley told Financial Standard that her focus was on ensuring Profile was ready for ... |
| | | | ... former head of mergers and acquisitions at Morrow Sodali, PGS Advisers plans to provide "focused, tailored, and expert advice" in proxy solicitation, governance, and shareholder relations. The launch comes at a time when corporate governance issues are ... |
| | | | ... Price said. At the same time, Iress trading and market chief executive Jason Hoang, co-founder of the company's financial advice software Xplan, will leave. Iress said he'd been a key contributor to the growth of Xplan, before stepping into the leadership ... |
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