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Showing 1201 - 1210 of 13342 results for "adviser"

Chief financial officer roles 'widely ambiguous': Research

ELIZA BAVIN  |  TUESDAY, 6 AUG 2024
... conflicts and ambiguities. One element of the study found that those interviewed envisioned their role as a leader and trusted adviser to the chief executive and the broader organisation, and believed the core focus of the role is the dual balancing ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... head of Melbourne Ted Richards to further grow and expand our Melbourne capability, in conjunction with his work as an adviser," he said. "Their leadership and vision will be invaluable as we continue to grow and provide exceptional service to our clients ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
... key drivers in defining 'value for money' for new clients. The research found 71% of people considering advice want an adviser they can trust. It found prospective clients need to feel confident in the integrity and honesty of the firm they are considering ...

FEAL names Fund Executive of the Year

MATTHEW WAI  |  FRIDAY, 2 AUG 2024
... organic growth and benefits for Brighter Super's members, as well as implementing technological efficiencies, like its adviser portal, and reducing fees for members. "Her commitment to innovation, high-quality services, and cost reduction has supported ...

GSFM appoints key account manager

JAMIE WILLIAMSON  |  THURSDAY, 1 AUG 2024
Joining from Macquarie, Lewis Bond is now key account manager for NSW and ACT. Bond will oversee financial adviser relationships in the states, bringing five years' experience with Macquarie Group. GSFM head of retail distribution Stephen Fletcher ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
BlackRock Australia has announced the launch of BlackRock Active Multi-Asset Model Portfolios as it broadens its managed accounts offering. BlackRock said the model portfolios are actively managed by its multi-asset strategy and solutions team. Investors ...

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
There are four key themes that will drive investment outcomes over the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
... shows. Advisers went from servicing 120 clients on average in 2023 to 99 in 2024, a drop of 17.5%, according to the 2024 Adviser Business Model Report. While recent fee increases led to substantial client attrition, this has resulted in higher earnings ...

TAL appoints chief executive, individual life

MATTHEW WAI  |  TUESDAY, 30 JUL 2024
Gavin Teichner has been promoted to chief executive, individual life, effective October 1. Teichner will succeed Fiona Macgregor, who will become the group's chief executive and managing director. Teichner is currently executive general manager ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
New research from AMP has revealed Australians' attitudes to intergenerational wealth. The research found half of those under 40 believe they will need to support their parents financially as they age, with children and their parents reluctant to ...