Search Results | Showing 1 - 10 of 309 results for "Mum" |
| | | ... expectations, and how greenwashing manifests in practice. "Financial advisers sit as an absolute key piece to that, connecting mum and dad investors, high net worth individuals, family offices with places to use capital," Kusch said. Earlier in the year ... |
| | | | ... letting them select exactly what they want, with each investment held in their own name. While platforms can serve everyone from mum-and-dad investors to more sophisticated high-net-worth investors, all the capital is not the same. Superannuation, which ... |
| | | | ... the previous financial years of at least $250,000 a year. "They're likely not truly sophisticated investors. They're mum and dad investors putting money in with no protection," Torrington says. ASIC already recommended the government increase ... |
| | | | While there are elements of artificial intelligence (AI) that boost operational efficiency for financial advisers, a new study finds they are not fond of the idea of their clients seeking a second opinion through the technology, as it can be "insulting ... |
| | | | ... want them to think about, 'what are your objectives?' What are you trying to achieve? And that might be different for mum and dad; if there's blended families, that level of detail with the client and understanding what they're trying ... |
| | | | ... removed," she said. "Almost all of those were family members, and in almost all those cases, it was because they stole money from mum or dad. It's terrible because in a lot of those cases, even when there's a loss of capacity, the small understanding ... |
| | | | ... adviser who's always up to date on the latest in the financial world and who's always in your corner (someone you'd tell your mum about!)." |
| | | | ... managed investment schemes," he said. "So, together all of these different reforms are critically important to ensure that mum and dad investors can invest with confidence and safety in our financial services and superannuation sector." In response ... |
| | | | ... Capital investors have been locked out of their money since March amid a liquidity crunch as corporate regulator ASIC stays mum about its knowledge or investigation into the potential collapse of another managed investment scheme. A significant event ... |
| | | | ... accessible to more investors. By offering an active ETF, we're meeting the requests of brokers, financial advisers, SMSFs and mum and dad investors for a more convenient and efficient way to generate regular monthly income from equities, with the ... |
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