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Showing 1 - 10 of 499 results for %22A One Multi Services%22

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

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... remainder of this decade," the report said. However, most wealth managers are currently a distance from achieving best practice. One of the main challenges wealth managers face is to "stand out in the age of personalisation." "Firms that can clear that ...

T. Rowe Price appoints local operations chief

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... business heads. Australia is the second largest market for T. Rowe Price in APAC behind Japan. "Our Australian business is also one of seven markets that are part of T. Rowe Price's international growth initiative because of its growth potential ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... deep digital investment and low-risk salaried adviser model which brings accountants and financial planners together under one roof creates an exciting opportunity for enhanced, market-leading service provision," Perkins said. "It positions Findex to ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
... fee renewal and consent requirements into a single form, provide more flexibility for advice providers in how financial services guide requirements can be met, simplify the rules banning conflicted remuneration and introduce new consumer consent requirements ...

AustralianSuper's move to boost productivity by up to 30%

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
AustralianSuper announced it would be one of 600 companies globally to participate in the Copilot for Microsoft 365 Early Access Program (EAP). AustralianSuper's chief technology officer Mike Backeberg said the move to introduce artificial intelligence ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... investment." Ultimately, the analysis found that financial advice is still a profitable industry compared to other professional services businesses. This is due to advice practices generating monthly recurring revenue with limited variances, having 90% ...

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... employee tasks, from risk assessments and fraud detection to software development and customer service. It projects that nearly one-third of task hours could be automated by 2030. But, as US Securities and Exchange Commission chair Gary Gensler recently ...

Super funds convene with assistant treasurer

ANDREW MCKEAN  |  MONDAY, 26 FEB 2024
... members at an already deeply traumatic time," Schubert said. On average, death benefit payments are processed in just over one month. The roundtable explored "regulatory barriers" the government could remove to facilitate quicker processing and higher ...

Future Group commences organisational restructure

ANDREW MCKEAN  |  TUESDAY, 20 FEB 2024
... marketing departments into a singular group marketing function and streamlining administration and backend processes onto one platform. "Whilst we are undertaking more detailed consultations with our team members this week, we expect to finish the week ...

Unlicensed crypto investor faces jail time

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
... customers of annual returns of at least 10-20% on investments that included crypto assets through his company, A One Multi Services. The corporate regulator alleges that Hala encouraged consumers to establish a self-managed superannuation fund (SMSF) ...
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