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Showing 1031 - 1040 of 10527 results for "Advice"

Count reports strong results on back of Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 30 AUG 2024
... at least $4 million in annualised run rate expected. "This elevated Count to become the second largest wealth management advice firm in Australia, reinforcing our commitment to growth and ensuring more Australians have access to quality financial services. ...

Clime posts $3.8m loss

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
... previously reported by Financial Standard, Madison Financial Group and WealthPortal were divested in June; funds under advice associated with these entities are no longer reported. Clime chair John Abernethy said the decision to divest Madison stemmed ...

Cbus' CFMEU board directors exit

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
... board rest with union's national executive, which is currently controlled by the administrator. "We will await further advice from the national executive of the CFMEU and will engage as appropriate on future appointments to the board to ensure members ...

E&P free of legacy issues, FUA jumps 26%

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... Advisory continue to struggle to access recourse. The ASX-listed wealth firm boasted it oversaw $29.4 billion in funds under advice (FUA) at the end of financial year 2024 for clients, whose numbers remained steady compared to the prior period. The wealth ...

All MySuper products pass super performance test

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... test, and the consequences to consumers should be front of mind," he said. "The FSC encourages consumers to seek financial advice before making changes to their investment strategies following the release of performance results to ensure changes align ...

Fidelity appoints new managing director

ELIZA BAVIN  |  THURSDAY, 29 AUG 2024
... several new products and solutions in response to evolving investor needs, along with the expansion of support for Fidelity's advice and wealth management clients, Fidelity said. Prior to Fidelity, Glazier was at Ellerston Capital for five years where ...

Financial Standard nominated for Publication of the Year

STAFF WRITER  |  WEDNESDAY, 28 AUG 2024
... industry." The awards program covers wealth management, funds management, and partner services. Awards include Holistic Advice Firm of the Year, Dealer Group of the Year, Australian Equity Fund Manager of the Year, Alternatives Fund Manager of the Year ...

Longreach hires Channel Capital sales lead, launches advisory firm

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... for diversified exposure to alternative investment strategies." Longreach has $3.1 billion in assets under management and advice, investing in private debt, impact-aware agriculture, US energy income, and global royalty finance. ASX-listed Navigator ...

Insignia Financial hires expert to boost brand exposure

MATTHEW WAI  |  WEDNESDAY, 28 AUG 2024
... direct-to-customer channel." "MLC is the go forward brand for Insignia Financial's products and services other than financial advice provided by Shadforth and Bridges. We will refresh, reposition, and invest significantly promoting the MLC brand." Plans ...

APRA reorganises as it sets sights on superannuation

ELIZA BAVIN  |  WEDNESDAY, 28 AUG 2024
... insurance and superannuation Chris Gower, executive director, cross-industry risk Sean Carmody, executive director, policy and advice Bruce Young, executive director, technology and data Clare Gibney, executive director, chief of staff and enterprise ...