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Showing 1 - 7 of 7 results for "Financial Advice Report"

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... financial advice needs, with high or unclear costs cited as the main obstacles. The research firm's latest Financial advice report indicated persistent barriers to accessing advice, with the most demand for guidance on investment strategy, longevity ...

Super advice gains traction: Research

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... reaching out to their superannuation fund for guidance. This is according to Investment Trends' 2021 Financial advice report, which found that only 1.8 million Aussies use a financial adviser, a figure that has been on the decline by 100,000 per ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
... pushed many to seek professional advice and reassess their financial situation, the research firm's 2020 Financial Advice Report found, with 44% of those surveyed claiming COVID-19 as a major catalyst. "Potential clients overwhelmingly prefer receiving ...

Career progression positive for women advisers

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
... expectations around sales targets and directly address industry reputation issues," the Attitude towards women in financial advice report said. BT Advice and Private Wealth general manager Jane Watts said millennials particularly are looking for career ...

Australians turning to super funds for financial advice

ALEX BURKE  |  THURSDAY, 3 DEC 2015
... is based on Investment Trends' modelling from a survey of 10,367 Australian adults, for the firm's 2015 Financial Advice report. The report found that "Australians' concerns with their financial situation worsened in 2015, notably with the impact of ...

Self-directed investors challenge industry giants

MICHELLE BALTAZAR, ALEX DUNNIN  |  MONDAY, 14 FEB 2011
... holistic advice as the default option," the finance regulator ASIC noted in its recently released Access to Financial Advice report. Growth in the self-directed channel is already creating tensions in a regulatory and taxation regime primarily built ...

ASIC outlines philosophy behind policy framework

ALEX DUNNIN  |  TUESDAY, 1 FEB 2011
... from seizing emerging opportunities, an ASIC report said. Early in January, ASIC released their Access to Financial Advice report that outlined the regulator's strategic directions regarding the policy framework they are assembling to modernise the financial ...
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