Search Results | Showing 911 - 920 of 13235 results for "Adviser" |
| | | ... 16.4 million need help or guidance on finance-related matters, with 10.2 million open to seeking help from a financial adviser. However, close to half (9.6 million) are not planning to use a financial adviser despite 4.9 million having 'unmet advice ... |
| | | | ... sorry, the law doesn't allow me to answer those questions' and they have to refer them off to a licensed financial adviser. And, for some of them, they just can't afford it," Jones said. "And I want to ensure that those simple questions that ... |
| | | | ... Financial Outcomes reforms, offering more detail around what's included and confirming the remit of its 'new class of adviser.' The second package of reforms is aimed at making affordable financial advice available to everyone, minister for financial ... |
| | | | ... advised. "We also reviewed the advice files for 138 members - and found that at least 27 of these, who were linked to an adviser, did not have an ongoing advice relationship and had not received advice from the adviser over the preceding two years," ... |
| | | | Centrepoint Alliance has launched the IconiQ investment platform, developed in partnership with FNZ, to provide advisers with both an Investment and Super Wrap solution. Centrepoint said the Investment Wrap is a comprehensive investment account designed ... |
| | | | Keystone Asset Management will be liquidated, as ASIC investigates exactly what's happened to funds invested in the Shield Master Fund. Keystone Asset Management (KAM) was the responsible entity for the Shield Master Fund, the assets of which were ... |
| | | | ... enters a relationship or move in together and even during the marriage," Lewis said. Dominique Bergel-Grant, the principal adviser at Navigate Your Divorce, asked if advisers aren't normalising BFA conversations with clients, then who will? As a ... |
| | | | Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients. The agreement will bring advisers new ... |
| | | | As the number of AFSL cancellations pile up due to the non-payment of Australian Financial Complaints Authority (AFCA) determinations, far too many financial services firms are taking advantage of the Compensation Scheme of Last Resort (CSLR), treating ... |
| | | | AMP has finalised its divestment of three licensees and support service business to Entireti and AZ NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now ... |
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