Search Results | Showing 121 - 130 of 13206 results for "Adviser" |
| | | Treasury is proposing a barrage of reforms that will curb dubious lead generator and superannuation switching activities and make platforms more accountable for the products they offer members. The Enhancing member protections in the superannuation ... |
| | | | ... adding advisers, with around 13 advisers already having joined this year, eight of which were external hires. "From an adviser size point we'll go from 96 to 109 this year. So that's giving an indication in terms of our seriousness around the ... |
| | | | ... generations. Edney Ryan Wealth Management managing director Kate O'Brien, who will transition into the role of principal adviser for Minchin Moore upon the completion of the merger, said it will strengthen both businesses on what they already excel ... |
| | | | ... adequately captured and considered in context," Abood said. Abood said the advice industry is struggling with a decline in adviser numbers which is not being offset by new entrants; a long training gap and legislated professional year requirements which ... |
| | | | A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ... |
| | | | Alison Savas has been appointed as the new investment director at Orbis, working with Eric Marais, head of clients - Australia and Vern du Preez, investment specialist, at the global contrarian fund manager. Prior to the move, Savas was an investment ... |
| | | | Digital assets providers will be required to obtain an Australian financial services licence (AFSL) under new legislation. The Corporations Amendment (Digital Assets Framework) Bill 2025, which amends the Corporations Act 2001 and the Australian Securities ... |
| | | | ... Planning late last year, as the firm continues to expand its network. Established in 1990, Back to Back is led by financial adviser Justine Back, with 24 employees including three other advisers. The business has a strong referral network in Sydney and ... |
| | | | ... feel comfortable enough, to start to open up about what's in their heart and mind." Principal Edge senior financial adviser and partner Dwayne Fernandes says allowing the parents to explain to their family why they have made the choices they have ... |
| | | | ... accelerates our shift toward higher quality, recurring wealth revenues and supports our ambition to scale our employed adviser network and build a truly differentiated national advice platform." Meanwhile, Oracle founder and managing director Peter Durbin ... |
|