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Showing 1 - 4 of 4 results for "Episodic advice"

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
... and home buying (25%), the report noted. Of those open to seeking financial advice, over half prefer 'one-off episodic advice' rather than traditional, full-service models to cut costs. The report said this underscores the importance of the Quality of ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... optimisation, and investment strategy reviews... Additionally, as more investors take a self-directed approach or seek episodic advice, the role of advisers in providing targeted, specialised advice becomes even more critical," Praemium said. "Advisers ...

New super fund prepares for launch

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... financial adviser friendly. Hall said Tomorrow Super could be ideally placed to benefit from the transition to episodic advice that is complementing traditional advice models in a dislocating market where adviser numbers are decreasing despite the need ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... to pay for that experience, and then we designed a network around that." The network included what Fog calls "episodic advice" in the form of NAB Wealth Advisers, who provided "less complex advice" to customers in NAB branches. "They're for customers ...
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