Search Results | Showing 351 - 360 of 18450 results for "Plan" |
| | | A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ... |
| | | | Macquarie Group has said it is preparing for all contingencies when it comes to the Middle East conflict. Speaking at the Asia Pacific Financial and Innovation Symposium in Melbourne yesterday, Macquarie managing director and chief executive Shemara ... |
| | | | ... (-1%). EMEA, meanwhile, is tipped to reduce US asset allocations leading to a net decline (-26%). Some 62% of global insurers plan to increase their allocation to private assets this year, consistent with previous years. Within private credit, asset-backed ... |
| | | | Magellan Financial Group is bolstering its senior ranks, bringing in new heads of product and operations as the Sydney-based asset manager pushes ahead with plans to strengthen its next phase of growth. Jonathan Gad joins as head of product, tasked ... |
| | | | ... found to have provided poor advice in August 2023. The adviser recommended two clients rollover their super balances to a new plan, failing to identify that death and TPD was funded through their super funds. As a result, the clients forfeited their ... |
| | | | When Melinda Kee was sick with COVID-19, she took respite for one week. Kee saw it as an opportunity to tick off some personal administration she'd been meaning to get to, such as changing her pet and health insurance, and electricity and gas providers. ... |
| | | | ... technology and data, and client channels." "We're seeing excellent fundraising activity. We have an ambitious 2026 fundraising plan diversified across infrastructure equity and debt, private financing solutions, and multi-alternatives as we progress ... |
| | | | DASH received a further $5 million investment from Bailador Technology Investments as it pushes towards profitability. DASH is undertaking another capital raise as it looks to drive further automation, accelerate its direct and partnership go-to-market ... |
| | | | Over 40% of advisers agree clients in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State ... |
| | | | Sequoia Financial Group has offloaded InterPrac Financial Planning for $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with ... |
|