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Showing 121 - 130 of 12048 results for "Adviser"

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
The real estate giant plans to expand into the intermediaries sector with the recent hire of Mark Weingarth as its director of business management. Weingarth, who officially joined EG in October last year, brings over 17 years of experience in financial ...

More than 40% of women unprepared for retirement: CFS

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... Of the women who do receive advice, 67% have a financial strategy in place, while just 24% of those who do not have an adviser do. Meanwhile, 61% who receive advice feel financially prepared for retirement, compared to just 20% of those without an adviser. ...

DomaCom chief executive John Elkovich steps down

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
... DomaCom since April 2023, James brings experience from senior positions at Commonwealth Bank of Australia, as head of adviser distribution and investor sales, as well as roles at National Australia Bank, Westpac, Deutsche Bank, and Bank of America. James ...

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... August 2013 and 29 July 2013, SMSF Club was an authorised representative of RM Capital. Justin Beeton was a financial adviser and the sole director of the SMSF Club. ASIC believes that SMSF Club contravened s963G of the Corporations Act by accepting ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
Count has finalised the acquisition of Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... Worryingly, 25% flagged they will leave the financial services industry altogether. A minority (13%) are considering becoming an adviser or want a different role within their organisation. About 72% of managers help advisers recruit staff, provide strategic ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
Insight Investment Consultants will now be known as Genium Investment Partners, as it expands its offering to include research ratings. The firm, which was founded in 2013, is rolling out the rebrand as it works to become a full-service research house ...

Vanguard chief executive Tim Buckley to retire

ANDREW MCKEAN  |  FRIDAY, 1 MAR 2024
... responsibilities for all aspects of the firm's investment management, retirement business, and services for financial adviser clients, overseeing the majority of Vanguard fund and ETF distribution. In his new role, Davis will champion policies aimed ...

Nominations open for 30th annual MAX Awards

CHLOE WALKER  |  FRIDAY, 1 MAR 2024
... Marketing Team of the Year category. Betashares also bagged two awards, with executive director of institutional business and adviser services Vinnie Wadhera winning the Executive of the Year - Distribution category. The exchange-traded fund specialist ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
A key Morningstar executive is taking on the newly created role in May. Annika Bradley has been appointed senior manager, investment specialist (policy and advice) at UniSuper. She is currently director, manager research ratings for Asia Pacific at ...