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HNW firms laud retail advice reforms

Two major high-net-worth financial advice firms laud the Quality of Advice Review s promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space.

Australia
Maria-lykouras
Zealand-alison-telfer
Advice-review
Best-interest-duty
Safe-harbour-steps
Best-interest
New-zealand-alison-telfer
Services-guide

Will HNW firms re-enter retail advice?

Two major high-net-worth financial advice firms laud the Quality of Advice Review s promises of drastically reduced scrutiny and red tape but have stopped short of saying that they will re-enter the retail client space.

Australia
Maria-lykouras
Zealand-alison-telfer
Advice-review
Best-interest-duty
Safe-harbour-steps
Best-interest
New-zealand-alison-telfer
Services-guide

HNW firm stages comeback to retail advice

Two major high-net-worth financial advice firms are gearing up to re-enter the retail client space in the wake of the Quality of Advice Review (QAR) that promises them less scrutiny and red tape.

Australia
Maria-lykouras
Zealand-alison-telfer
Advice-review
Best-interest-duty
Safe-harbour-steps
Best-interest
New-zealand-alison-telfer
Services-guide

HNW firms stage comeback to retail advice

Two major high-net-worth financial advice firms are gearing up to re-enter the retail client space in the wake of the Quality of Advice Review (QAR) that promises them less scrutiny and red tape.

Australia
Zealand-alison-telfer
Maria-lykouras
Advice-review
Best-interest-duty
Safe-harbour-steps
Best-interest
New-zealand-alison-telfer
Services-guide

UBS, CBRE launch global property model

UBS Asset Management (UBS) and CBRE Investment Management (CBRE) have teamed up to launch a concentrated global property model through Praemium.

Australia
Emanuel-whybourne-loehr
Damian-cilmi
Zealand-alison-telfer
Justin-pica
Ryan-loehr
Emanuel-whybourne
New-zealand-alison-telfer
Global-property-model

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