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Showing 311 - 320 of 2079 results for "Consulting"

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
... group's acquisition by WT Financial Group in 2022. His involvement with Synchron stretches back to 2007, when he began consulting on strategy and marketing for the licensee. In a tribute, Synchron founder Don Trapnell said: "With his help, we transformed ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... be a quick win for financial advisers, according to the panel that Anderson moderated. According to Tangelo Advice Consulting director and principal consultant Conrad Travers, many advice licensees continue to grapple with providing accurate FDSs. Currently ...

Liverpool Partners invests in AI

CHLOE WALKER  |  TUESDAY, 16 MAY 2023
... Sydney-based private equity investor has acquired a majority stake in Australian hyper-automation and artificial intelligence consulting firm Simplyai. As part of the deal, former Seven Group Holdings group chief operating officer and Accenture Digital ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
... heartbreaking when you see [a number of people] who've done a financial planning major and they go off to accounting or consulting. We need them to stay with us. So that's going to be a huge focus [next year]," she said.

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... business development remains a perennial challenge for many financial advisers," Janus Henderson head of specialist consulting group Matt Sommer said. The majority (84%) of advice firms with assets under advice exceeding $500 million strongly agreed ...

Another round of consultation for veteran super taxation

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... adverse outcomes for certain veterans. While the legislation was introduced, it is yet to pass. Now, the government is consulting on Treasury Laws Amendment (Measures for Consultation) Regulations 2023: Military superannuation benefits, which is intended ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... investment in its managed accounts capability following strong client demand, while also flagging its first family office consulting mandate. In an update to the ASX, Clime said its total funds under management and advice grew to $5.6 billion in the ...

APRA consults on approach to combining product histories

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2023
APRA is consulting on the need for it to make individual determinations for lifecycle MySuper products for which performance histories are required to be combined for the YFYS test. Currently, the performance test involves two situations where performance ...

Industry welcomes experience pathway consultation

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
The federal government consulting on the experience pathway has been recognised as a much-needed development for financial advisers who wish to continue working with clients beyond 2026. The Financial Advice Association Australia (FAAA) welcomed the ...

Lonsec investments chief steps down

KARREN VERGARA  |  MONDAY, 17 APR 2023
... will pursue an opportunity with a global asset manager. He first joined Lonsec as the general manager of investment consulting in July 2008. He rose the ranks to take on the role of chief executive on an interim basis before being promoted to chief investment ...