Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1521 - 1530 of 13246 results for "Adviser"

Escala loses bid to restrain former executives

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
... former investment advisers and partners Paul Sealey and Jonathan Vickers-Willis. The case set in motion when investment adviser William Allen tendered his resigned to take up a role at LGT Crestone. His employment contract had a non-compete period of ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
Australia's most affluent investors are increasing their access to a growing range of reporting tools, providing an opportunity for advisers to improve their services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth ...

EQT buys VetPartners

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... 3000 nurses and clinical support staff serving their local communities," EQT co-head of private equity ANZ and investment adviser David Forde said. "As one of the leading global animal health investors, EQT is uniquely positioned to support VetPartners' ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Burcheart's Sacha Burchgart, Robin Sandover of The Wealth Designers, and PlanningSolo's Jordan Vaka are nominated for FAAA Adviser of the Year. Kathy Havers of Viridian Advisory, Iconic Wealth's Kelly King, and Carla Williams of Sufficient ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... all our clients, and this partnership will enable us to do just that." Under his new home, Chew is a senior financial adviser and takes on the role of head of advice. After approaching Vista, Chew said he was "really excited about Vista's vision ...

Former Australian Ethical investment chief lands new gig

CASSANDRA BALDINI  |  MONDAY, 9 OCT 2023
Mason Stevens has appointed David Macri as head of asset allocation. Macri will report to Mason Stevens chief investment officer Jacqueline Fernley and continue to evolve the firm's outsourced CIO offering. Further, he will be responsible for the ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... looks to boost the number of women in risk advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial ...

Allianz Retire+ welcomes head of technical services

CHLOE WALKER  |  MONDAY, 9 OCT 2023
Justine Marquet will join Allianz Retire+ as its new head of technical services. Marquet brings over 20 years' experience in financial services, having worked in a variety of roles across product development, regulatory change, operations, and sales ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... shows that people are overwhelmed by investment options so choose to take no action. "With the support of a financial adviser, you can build, protect, leave and preserve the legacy that's right for you, whether you want to give your child a financial ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... finds that 75% of Australians earning $120,000 or less per annum feel financially confident with the help of a financial adviser compared to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning Standards ...