Search Results | Showing 71 - 80 of 1233 results for "licensees" |
| | | ... act in members' best interests," he said. "While it is essential that those who misled trustees, research houses, and licensees are called to account, the Australian superannuation system has evolved to safeguard members and those safeguards must be ... |
| | | | ... regime has been highlighted as particularly complex and burdensome for industry," the paper said. "Although the largest licensees with the greatest impact on consumers are broadly meeting the objective of the regime - to increase reporting and have more ... |
| | | | ... players, including responsible entities, investment managers, research houses, superannuation funds, platforms, advice licensees, advisers and auditors," she said. "We call on government to reinstate the recently discontinued Senate Inquiry Into Wealth ... |
| | | | ... "Managed accounts have become one of the fastest growing parts of the advice profession because they provide advisers and licensees with a superior way of delivering better client outcomes that more closely align with client goals," Potter said. "We ... |
| | | | ... other areas such as accountants and lawyers to broaden their services to better address client needs. Satisfaction with licensees has also rebounded soundly, with Net Promoter Scores (NPS) rising from +1% in 2024 to +11% in 2025. This has resulted in ... |
| | | | ... requirements of the Covenant, she warned that many are falling short when it comes to servicing First Nations members. "RSE licensees failed to adequately consider their First Nations members in their communications. While some reported participating ... |
| | | | ... retained a 37% ownership. Rainmaker Information's assessment of the ASIC Financial Advisers Register shows that under licensees Shadforth, Bridges and Actuate, Insignia currently has 211 active financial advisers left. Marshall said Entireti stood ... |
| | | | ... and partnering with quality education providers to raise the standard of advice across the industry," Palmer said. "Licensees with advisers focusing on aged care or self-managed superannuation funds (SMSF) for example, often mandate further education ... |
| | | | ... regulators are investigating the entire ecosystem that propped up aggressive super-switching schemes, starting with advice licensees using lead generation services through to platforms that host the investment options. But it is superannuation trustees ... |
| | | | ... forward to contributing to the next phase of growth and continuing to deliver exceptional outcomes for advisers and licensees." The platform is currently on track to overtake Insignia Financial as one of the largest platform operators, alongside Netwealth ... |
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