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|Search Results||Showing 1 - 10 of 100+ results for "Financial advice"|
|... of the UK market, evidenced by technology adoption throughout COVID-19, according to Intelliflo. The UK-based financial advice technology provider referred to various reforms in the UK, such as the 2012 Retail Distribution Review and General Data Protection ...|
|... and services available to guide them through the government, health and pension systems. Callaghan added that financial advice should be considered as a fourth pillar of the retirement system as it can help fill this gap.|
|... adviser Patrick Veyret agreed and welcomed the legislation, saying it should improve consumer outcomes in the financial advice industry. "This reform adds much needed transparency to the deduction of advice fees. Customers will now be much better positioned ...|
|... has about 1546 advisers and about $70 billion in funds under advice, which includes recent advice outflows. The financial advice segment yielded $277 million in revenue (down 7%) and $90 million in gross margin (down 11%) for the six months ending December ...|
|... the CFP Certification Unit (CFP C) for each semester, with demonstrable dedication to providing high-quality financial advice. Manias, who has been a financial planner for eight years, said the CFP Certification Program was a challenging and rewarding ...|
|... completed on 2 March 2021. In addition, HUB24 anticipates a proportional takeover of Easton and the divestment of its financial advice licensee, Paragem , to be completed in the second half. As a result of the activity, HUB24 has increased the platform ...|
|... appropriate. Since March 2020, ASIC has observed a spike in complaints about such conduct, including unlicensed financial advice provided through websites, social media, cold calling and seminars. The case of Melissa Caddick, who is currently at large ...|
|... LICs and LITs, which were allowed to pay financial advisers and brokers a commission even after the Future of Financial Advice (FoFA) reforms banned such payments on most retail investment products.|
|... advice [and are] on lower income," he said. One report ASIC released not long ago delved into the demographics of financial advice clients and who tended to actively seek this service. University graduates; potential new homeowners; and those earning ...|
|... being clear in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) National Conference, Deloitte director of ...|
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VanEck has expanded its range of ETFs, announcing two new offerings to join its new Global Clean Energy ETF.
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The financial services software company has announced its plans to launch a technological solution to meet the Design and Distribution Obligations (DDO), commencing 5 October 2021.
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Capgemini has named a new managing director for Australia and New Zealand, following the recent promotion of Olaf Pietschner.
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Victorian-based Ahmed Saad appeared in court after being charged with dishonestly obtaining financial advantage by deception for his role in an illegal retail superannuation scheme.
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