Search Results | Showing 111 - 120 of 13463 results for "Adviser" |
| | | ... that the longer someone is out of work, the less likely they are to return." Zedd Wealth founder and senior financial adviser Zoe Kennedy caters to young accumulators in the Mackay region, providing goals-based advice largely to clients employed in the ... |
| | | | ... Brisbane, servicing about 626 client groups as of June 2026. The business has five financial advisers, one professional year adviser and nine employee shareholders, generating about $3 million in annual revenue. Centrepoint will retain approximately ... |
| | | | ... targets returns from an earlier stage than a traditional PE fund structure would deliver. "We designed this fund with the adviser-directed market in mind. We know that private equity exposure is increasingly in demand, but the traditional model creates ... |
| | | | American Century has named a new managing director and head of Asia Pacific, joining from Dimensional Fund Advisors. Nigel Stewart has joined the US$350 billion global asset manager and will report to Avantis Investors chief investment officer Eduardo ... |
| | | | Vanguard has launched an Australian floating rate bond index strategy, available through both an ETF and a managed fund format. The Vanguard Australian Floating Rate Bond Index ETF (ASX: VFLT) has been listed on the ASX, and became the firm's first ... |
| | | | Nearly half of working-age Australians approaching retirement do not have a retirement plan, raising concerns about long-term financial preparedness and confidence, according to Vanguard. The 2026 How Australia Retires report, based on a survey of more ... |
| | | | ... platforms in the market." "There's no single way to run an advice practice, and no single managed account that suits every adviser. BT's strength is that we have a range of solutions to implement model portfolios - giving advisers the flexibility to ... |
| | | | The industry stalwart is closing the curtains on a stellar career in the financial services industry at the conclusion of the upcoming FAAA Congress in Melbourne. FAAA general manager, policy, advocacy and standards Phil Anderson will retire on November ... |
| | | | ... the role in October 2024 and has worked as a long-serving senior leader at AIA Australia, starting out as the head of adviser services in April 2010. She then moved onto lead retail insurance, and the bancassurance, partnerships and advice unit. In 2021 ... |
| | | | JANA Investment Advisers has launched the JANA Private Credit Trust, expanding its suite of investment trusts to provide wholesale investors with access to a diversified global private credit strategy through an institutional-quality investment structure. ... |
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