Search Results | Showing 81 - 90 of 11992 results for "Adviser" |
| | ... Financial Advice Matters Group. Its profit after tax was $4.9 million and gross revenues came in at $140.5 million. In its adviser numbers it saw net growth of 17 across the licensed and self-licensed channels, with its total now sitting at 1338. It ... |
| | | A judge has ordered financial adviser Canna Campbell to pay $113,791.50 in legal costs after she was found guilty of trademark infringement. Justice Manousaridis in the Federal Circuit Court of Australia ordered Campbell, founder of SugarMamma TV and ... |
| | | ... said that they are "probably more proximate and they have a need to support existing clients who may no longer have an adviser, for example." "So, my guess is that they will move more quickly than the banks," she said. |
| | | HSBC's local custody business may be turning its fortunes around, growing its assets under custody and administration by close to 40% with two fresh mandate wins. According to the latest Australian Custodial Services Association (ACSA) statistics, HSBC ... |
| | | Demographic change, virtuous consumerism, the grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. ... |
| | | ... time when you're setting the terms of the relationship," he said. This puts responsibility on the client to keep the adviser informed and, in many ways, says, "I can't help you unless you keep me informed of what's important to you," he said. ... |
| | | When it comes to cyber-attacks on financial services businesses, Cyber Collective founder Fraser Jack says it's not a matter of 'if' but 'when'. Addressing day three of the SMSF Association National Conference this morning, Cyber Collective founder ... |
| | | ... licensee services business reported a 64% jump in revenues to $50.9 million, while EBITDA climbed 110% to $3.5 million. Its adviser numbers grew in 1H24, it said, as did revenues across its network due to the tight supply of adviser services, Sequoia ... |
| | | RSM Australia director of SMSF services Katie Timms says farmers will be disproportionately impacted by the government's draft legislation Division 296 Tax. Commenting on the future of farming property at the SMSF Association Conference, Timms said ... |
| | | When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ... |
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