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| | | ... existing technologies to simplify and accelerate the advice process," Brown said. Lawler added the platform will drive business productivity and efficiency while ensuring outputs remain secure, explainable and compliant. Communify said it is investing ... |
| | | | ... Australians increasingly seek advice on investments, debt management, and first-home purchases, while families and small business owners look for support on cashflow, insurance, and succession planning." Further, Abood said the process for new entrants ... |
| | | | ... of holidays, illness or retirement". The client base comprises mostly of retirees, professional executives and small business owners. With the change of ownership, Asset Partners will remain in Robina under the direction of Graham Campbell, AJG's ... |
| | | | ... provide advice and investment solutions to a diverse client base and build on its position as a leading wealth management business. "We are excited about the role that Ironbark can play in the future of wealth management in Australia," Larsen said. "We ... |
| | | | ... transition of authorised representatives to alternative licensing structures, or the potential sale of the InterPrac business or its shares," he said. "During the review period, Sequoia will continue to work closely with authorised representatives to ... |
| | | | ... remains entrenched in services and housing - and that the energy shock has not materially dented household spending or business confidence," Lim said. "A faster-than-expected resolution of the Middle East conflict, or a sharp fall in oil prices, could ... |
| | | | ... implemented multiple rounds of job cuts affecting about 280 roles that sat across every department. More cuts across the business are expected to take place. "The first tranche saw approximately 85 upper middle management roles cut, followed by around ... |
| | | | ... currently has 36 days of petrol supply, 29 days of jet fuel, and 32 days of diesel left in the tank, according to Macquarie Business School senior lecturer Lurion De Mello. De Mello explained that Iran has effectively closed the Strait of Hormuz, a critical ... |
| | | | ... offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to operate under the Clime Private ... |
| | | | Following months of due diligence, Bain Capital will acquire Perpetual's wealth management business for $550 million. The two parties entered the binding agreement that will see Perpetual license its Perpetual Wealth and Perpetual Private brands ... |
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