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Showing 211 - 220 of 2626 results for "Practices"

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... people across the country," Fogarty said. "I'm eager to be part of this journey and to help advisers grow their practices in a sustainable and highly professional way that helps lift the standards in our industry." In January, Infocus also welcomed ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ...

Government makes record commitment to Medicare

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... bulk billed by by 2030, aiming to ease the pressure off Australian families, Chalmers said. Incentives will be paid to practices that choose to fully bulk bill. It also means there will be around 4800 fully bulk billing practices across the country ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... more advisers to share our core belief that self-licensing is nothing more than removing a layer to allow advisers and practices to run their business their way, with the client front and centre of everything they do." Meanwhile, CFS business executive ...

New impact fund backs marginalised female entrepreneurs

ANDREW MCKEAN  |  MONDAY, 24 MAR 2025
... fund is used to train financial institution employees to address gender discrimination and adopt inclusive policies and practices. Notably, the first fund supported training for almost 3000 financial staff in gender inclusion. Good Return also collaborates ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... services accelerates, he will play a pivotal role in growing JANA's business with private wealth firms, advisory practices, and family offices. Wilson will focus on enhancing consulting services and delivering tailored investment solutions to a growing ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... meetings. "We're really excited by the disruptive potential of AI on North to improve efficiency and accuracy for advice practices when delivering advice at scale, without losing personalization," Maloney said. "With a simple and intuitive design, AI ...

CEFC funds sustainable real estate credit projects

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAR 2025
... investment outcomes in the real estate market." "The RECP programme leverages our rigorous due diligence and valuation practices to identify high-quality real estate assets globally and ensure alignment between investing partners, borrowers and their ...

Navigator takes stake in 1315 Capital

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... franchise. We expect NGI's extensive experience in supporting best-in-class managers globally through operational best practices, talent acquisition support, and client expansion will prove invaluable over the coming years." Navigator had US$79 billion ...

Mercer adds to wealth team

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... New South Wales. In that role, he oversaw ten business development managers and support staff (representing over 950 practices with over $30 billion in funds under management. Janes worked at BT and MLC. "As the needs of financial advisers grow, we are ...