Search Results | Showing 161 - 170 of 13209 results for "adviser" |
| | | Perpetual's outgoing chief investment officer is set to join Pinnacle Investment Management, which is launching a new managed accounts offering for clients. Kyle Lidbury will join as the chief investment officer of a newly created affiliate. Pinnacle ... |
| | | | ... distribution officer at the retirement specialist following nine years at PIMCO. Rodda said that, with strong experience building adviser relationships and supporting platform and dealer groups, Tahlia will play a key role in deepening engagement across ... |
| | | | Warakirri Asset Management has added a business development manager to its distribution team, expanding coverage of retail advisory, family office and high-net-worth clients in New South Wales, the ACT and Queensland. Based in Sydney, Rory Irvine joins ... |
| | | | Self-managed super funds (SMSFs) outperform APRA-regulated funds by about 1.1% on average, according to new analysis. Insights from Adelaide University show that in the five years to 30 June 2024, SMSFs' returns averaged 1.1% higher than APRA-regulated ... |
| | | | ... can support better outcomes, but it works best when it complements the expertise and oversight of a qualified financial adviser. While 42% of Australians are comfortable using AI for everyday activities such as budgeting, product comparisons or tracking ... |
| | | | Following the landmark Federal Court decision in the case ASIC brought against Star Entertainment, ASIC chair Joe Longo said the regulator will not shy away from holding company directors to account. The Federal Court found two former senior executives ... |
| | | | ... client who was a member of the Macquarie Superannuation Plan and lost most of his super after being advised by an Interprac adviser to invest most of it in Shield. Interprac denied it was at fault and refused to compensate the client, saying Macquarie's ... |
| | | | ... South Wales premier and treasurer Nick Greiner and Kirk West act as strategic advisers, while Luke Copley serves as an adviser. "The US private credit market has taken decades to reach 7% of total credit; Australia sits at 0.2%. That gap represents an ... |
| | | | ... of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure Infocus' governance framework ... |
| | | | Brisbane financial adviser Sunny Mahendra Prakash appeared in the city's Magistrates Court on March 6 to face multiple charges of dishonesty offences. Prakash is a director of Principal Financial Services, Self-Managed Super, Provest Enterprises, and ... |
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