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Showing 301 - 310 of 4957 results for "Practice"

Sequoia appoints licensee, adviser services lead

ELIZA BAVIN  |  WEDNESDAY, 7 MAY 2025
... 400 advisers during the NAB divestment. "Daryl has a proven track record in adviser engagement, licensee operations, practice development, and M&A support," Sequoia said. "His extensive industry knowledge and leadership experience will be instrumental ...

Finchley & Kent adopts Padua Solutions tech suite

JAMIE WILLIAMSON  |  MONDAY, 5 MAY 2025
... selling investments, or buying/selling a book. The partnership is aimed at increasing adviser efficiency and assisting with practice growth. "This partnership signifies an exciting step forward in supporting advisers to better manage their businesses ...

Rest details internal program to reform death benefit processes

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
Rest has disclosed the existence of 'Project Scarlet,' an internal program that the fund's carried out over the past 18 months to improve its death benefit claims processes. A spokesperson for the $93 billion super fund said the program ...

Vado Private announces senior hire

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
Vado Private, the private credit provider, has recruited a funds management lead as demand for private corporate loans soars. Mark Zukerman has been appointed to the newly created position and will join the investment committee, ensuring the private ...

Datt Capital sets in motion Koonenberry Gold board spill

KARREN VERGARA  |  TUESDAY, 29 APR 2025
... Results, combined with a 30-day volume-weighted average share price metric. "The board's new proposal departs from past practice and represents poor governance. Our proposed board candidates have the skills and proven track record to build and maximise ...

AFCA highlights 'pattern of delays' in super

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
The Australian Financial Complaints Authority (AFCA) has released its bi-annual System Issues Insight Report, to address industry practices and reduce consumer complaints. In the first half of 2024-25, 235 matters were reported affecting 187,855 consumers ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
Investment philosophy and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
Stock market trading advice group Equity Story will acquire Adelaide-based advisory firm Baker Young for $4.2 million in cash, as it looks to expand its wealth management footprint. The transaction is expected to be earnings-accretive and "meaningfully ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

AMP shareholders approve executive pay

KARREN VERGARA  |  MONDAY, 14 APR 2025
... from 200% of fixed remuneration, to 150% from 1 January 2025. This reflects our simplified business and current market practice." George received $3.3 million in total remuneration for the 2024 financial year, with about $1.7 million as her fixed salary. ...