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| | | ... initiates the third quarter of their professional year and they also need to be authorised by an Australian financial services licensee as a provisional financial adviser. To date, 21,812 individual candidates have sat the exam and over 20,237 (92%) ... |
| | | | ... deal. Since then, Questas has grown to become Australia's largest independent pure play hydraulics company, providing services and distribution to more than 3000 customers across its national network of 35 sites, Allegro said. Under Allegro's majority ... |
| | | | ... on debt management, investment strategy, alignment with personal values, and managing family dynamics. "The financial services industry should be prepared to cater to this growing demand for 'next gen' advice." |
| | | | ... Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The joint ... |
| | | | ... officer for superannuation. Apex Super partnered with Novigi last year to beef up its superannuation data and technology services. It also received $1.6 billion from Carlyle Group and Goldman Sachs to execute its growth strategy. Diversa chief executive ... |
| | | | ... Catherall will report to senior technology and digital strategist Peter Lawrence. With over 20 years working in financial services, Catherall brings extensive expertise in security strategy, risk management, and cyber resilience. He previously served ... |
| | | | Zurich Financial Services has confirmed the promotion of its deputy chief investment officer to chief investment officer. Yile Chen replaces Mathew Drennan who has served in the role since late 2022. Drennan was promoted from head of savings and investments ... |
| | | | ... compared to the predecessor vehicle. EQT Infrastructure VI invests in infrastructure companies that provide essential services, and demonstrate stable growth, predictable cash flows, and a "well-protected" business model. Sectors it focuses on include ... |
| | | | ... growth trajectory. "Since iExtend gained its AFSL last year, iExtend has further cemented its place in the financial services industry as a provider of choice to life insurance policyholders who have decided to either cancel or reduce their cover and ... |
| | | | ... in line with our peers across ISS Market Intelligence, who have brought MarketPro to wealth management and financial services firms in the US and EMEA markets." ISS Market Intelligence acquired Rainmaker Information in 2021. The new-look Rainmaker MarketPro ... |
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