Search Results | Showing 241 - 250 of 9312 results for "Advice 2.0" |
| | | ... Finally, UniSuper has named Matt Werakso as head of professional wealth management. Werekso was promoted from state manger of advice - a role he has held for six years. As head of professional wealth management, he will play a key role in shaping how ... |
| | | | ... exclusive agreement with Bain Capital Private Equity to progress the sale. The wealth management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda ... |
| | | | AMP's investment platform North is launching a digital capability to enhance efficiency and client engagement. The North Interactive Wealth portal has been designed to assist advisers to increase capacity and deliver greater efficiency when engaging ... |
| | | | Sequoia Financial Group's embattled licensee and adviser services division flagged it is currently making healthy earnings but expects to take a hit from the First Guardian Master Fund and Shield Master Fund debacle. The unit, which is embroiled in ... |
| | | | Centrepoint Alliance said it expects strong momentum to push its core profit to the top end of its guidance of $11.5 million to $12 million for the full year. The financial services firm forecasts EBITDA for H1 FY26 at $6 million, a 13% jump in earnings ... |
| | | | ASIC has made changes to the regulatory guidance on managing conflicts of interest for Australian financial services licence (AFSL) holders, with the changes informed by its surveillance of private markets. The updated Regulatory Guide 181 AFS Licensing ... |
| | | | The professional indemnity insurance (PII) sector will be forced to play a bigger role in making the Compensation Scheme of Last Resort (CSLR) sustainable, Assistant Treasurer Daniel Mulino proposes, as the Opposition slams the scheme for "constantly ... |
| | | | Praemium will buy advanced technology, and computing machinery and intelligence (CM&I) specialist Technotia Laboratories. Under the deal, Praemium will acquire 9,047,045 ordinary Technotia Laboratories shares at $0.829 per share, bringing the total ... |
| | | | David O'Donnell, head of diversified portfolios at Brighter Super, has been named interim chief investment officer following Mark Rider's departure from the $36 billion fund. The Brisbane-based superannuation fund confirmed O'Donnell will ... |
| | | | Managed accounts provider Trellia Wealth Partners has made its first managing partner appointment, signalling a new phase of growth for the $10 billion business. In the new role, Cameron Spittle will oversee all aspects of the business, including strategic ... |
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