Search Results | Showing 121 - 130 of 8327 results for "Advice 2.0" |
| | Jayde Ward joins the private wealth management company as its new director of philanthropic services, bringing over 13 years of experience in governance and strategic advice. In her new role, Ward will work alongside JBWere director, philanthropic services ... |
| | | Former UniSuper chief executive Kevin O'Sullivan has been appointed to the Compensation Scheme of Last Resort (CSLR) transitional board as a non-executive director. O'Sullivan steps into the CSLR board role effective immediately, succeeding June Smith ... |
| | | HUB24 is confident that it is on track to reach a $100 billion funds under administration milestone in 2025. In a quarterly update released this morning, the investments platform announced it hit $91.2 billion at the end of December 2023, up 25% year ... |
| | | ... Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) comprised the top 10 advice groups at the start of 2024. In early 2021, there were as many as 20,667 advisers. The population ... |
| | | Simon Swanson has resigned as chair of Centrepoint Alliance (Centrepoint) just four months on from his appointment. Swanson's departure as chair is effective immediately, while his departure as a board director takes effect at the end of the month. ... |
| | | The Financial Advice Association Australia (FAAA) expects a year of positive change, including cutting costs for advisers, greater engagement with consumers, and rising adviser numbers. Outlining its priorities and expectations for 2024, the FAAA has ... |
| | | Macquarie introduced new digital features and security enhancements on Macquarie Wrap, including account-level performance reporting and a live chat function in Adviser Online. The platform's updated account-level performance reporting functionality ... |
| | | Financial adviser and finfluencer Canna Campbell was found guilty of infringing the trademark "Financial Foreplay" in her podcasts. The Federal Circuit and Family Court of Australia determined that the founder of SugarMamma TV and SASS Financial used ... |
| | | Frontier Advisors is set to engineer the investment strategy for The Australian Ballet endowment. The asset consultant will lend its expertise in strategic asset allocation, manager research and selection, while also delivering performance reporting ... |
| | | The financial adviser exam is due for some changes as Treasury bids to make it more flexible. The consultation, which is open until 10 January 2024, is proposing several changes under the Corporations (Relevant Providers-Education and Training Standards) ... |
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