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Showing 1 - 10 of 124 results for "Value of Advice"

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... in boosting relevance and profitability, but many elements must be aligned for firms to materially increase the value of advice," the report said. EY also highlighted that smarter, synergistic approaches to investment choices can unlock "significant ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... both digital and general advice (45%), in comparison to those unadvised (36%). "These findings confirm both the value of advice and the greater willingness among advised customers to engage with other sources of advice," CFS said. "Technology has a key ...

2024 to be a watershed year: FAAA

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2024
... members in this space," Abood said. The second area of focus is improving Australians' understanding of the value of advice, particularly from qualified advisers. Abood highlighted research from the Governance Institute of Australia that shows perceptions ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... being Conservative, Diversified 50, Balanced, Growth, High Growth, and Geared 120. "We have a strong belief in the value of advice, and we view managed accounts as a key way we can provide an improved investment experience for advisers and their clients," ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... gifts. One in Two Gen Y already have or are likely to come into an inheritance or major financial support," the Value of advice report shows. "With the Baby Boomers reaching old age, the world is on the cusp of an unprecedented wealth transfer between ...

Adviser demand up as industry turns corner: Recruiter

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... a good reputation" are currently inundated with referrals and approaches from new clients. "This suggests the value of advice is highly regarded in the Australian community and sought after, even with upward pricing pressures to deliver advice in recent ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
... demand and prices. The findings are based on Radar Results' latest data, which saw a 6% to 11% increase in the value of advice practices currently on the market. Investment and super clients with the following demographics are selling with multiples ...

'Kick down the road' mentality fuels retirement insecurity: Study

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... overlook and can add enormous value to wealth creation over time." "Quantifying this, our projections demonstrate the value of advice where Aussies stand to gain 8% to 29% in benefits depending on the age they start."

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... and social media channels. "We want to help attract a new generation of advice professionals and showcase the value of advice and the difference it can make in Australians' lives," Rady said.

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
... pieces of advice being provided under intra-fund advice because we feel that impacts the market perception of the value of advice," he said. Under the recommendation, Levy said super funds will need to satisfy the Good Advice Duty where they provide ...
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