Search Results | Showing 211 - 220 of 13463 results for "Adviser" |
| | | ... operations teams. He will also focus on expanding the wealth advisory capability by strengthening referral networks, enhancing adviser performance and supporting continued growth across the business. He joins the from Ord Minnett where he was state manager ... |
| | | | Mancell Financial Group (MFG) founder Peter Mancell has retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania. Mancell officially stepped away as an adviser and ... |
| | | | ... call for very different plans." Melbourne-based Armstrong spent more than six years at Koda Capital where he was a senior adviser and partner. Before that, he was an adviser at Escala Partners, Akambo Private Wealth and ANZ. "Most wealth firms ask a ... |
| | | | ... alongside a platform designed to deliver scale, digital enablement, and a high -quality client experience that supports our adviser clients and their growth." For the new financial year, Heine anticipates the group's funds under administration (FUA) ... |
| | | | ... associated with multiple cash accounts and transfers. The account will be fully integrated and accessible within the AUSIEX adviser trading portal, providing real time funding for trading accounts, online visibility of balances and transactions, automatic ... |
| | | | ASIC reported a 71.7% pass rate in the latest round of financial adviser exam results. Some 209 people sat the exam, including 137 first-timers, in June. Of the first-timers, 75.9% or 104 passed the exam. To date, 22,748 individual candidates have sat ... |
| | | | Natixis Investment Managers (Natixis IM) Australia has appointed former Yarra Capital Management executive Rommel Hacopian as head of wholesale distribution. The new hire comes as the global asset manager ramps up its expansion plans in Australia, including ... |
| | | | ... Advisers Register (FAR) relating to compliance with the qualifications standard that took effect on 1 January 2026, as adviser numbers plummeted below 15,000 entering the new financial year. The review, commenced in February, identified that of the relevant ... |
| | | | ... collapse." He is now urging the government to cap the total CSLR levy so that advisers pay no more than $20 million until adviser numbers are sustained to ensure no Australians are missing out on the advice they need. "The financial advice profession ... |
| | | | ... confidence, capacity building, lead flow, and enterprise value and succession." Cullen noted rather than being just focused on adviser numbers for their own sake, WT Financial is focused on helping the practices in its network become stronger and better ... |
|