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Showing 351 - 360 of 10424 results for "advice"

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
... interest in boutique risk advisory firm Orbital Life. The partnership will enhance MBS's capacity to provide professional advice and make quality insurance advice more accessible to Australians, it said. MBS partner and joint chief executive Drew ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
Financial advisers are struggling with inefficiencies in data and implementations that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
... enters this position after an 18-year tenure with MLC, having initially joined as a practice development manager of MLC Advice Solutions in 2004, and becoming the general manager of Apogee in 2015. Prior to this role, Johnson served in several positions ...

Vale Ken Atchison

KARREN VERGARA  |  MONDAY, 10 NOV 2025
... Atchison, has passed away. "Ken established the firm in 2001 with a clear vision. To provide institutional-grade investment advice grounded in independent thinking, strategic clarity, and a firm belief in backing good people. Many of us, past and present ...

Super funds a "standout" in risk and compliance hiring: Kaizen

RIDDHIMA TALWANI  |  MONDAY, 10 NOV 2025
... diligence. Kaizen predicts a move towards in-house compliance for super funds as they scale their internal intra-fund wealth advice teams to keep member money in their fund's ecosystems. "We can foresee a requirement for more in-house compliance and ...

Uniting Financial Services appoints chief executive

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... McComb, who will continue as chief risk officer. Smith brings a wealth of experience in financial services and corporate advice to the role. Formerly, he was the chief executive of the Lutheran Laypersons League (LLL). Prior to this role, Smith spent ...

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... ongoing commitment to leadership, sustainability and collaboration amidst a rapidly changing market. Roga said: "As the advice and investment sectors continue to evolve and mature, firms will need to adapt to remain relevant and deliver enduring value." ...

Bell Financial Group names inaugural investments chief

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... asset classes "will be of significant benefit to our private wealth clients as we move towards more holistic portfolio advice." "The creation of this role is another important piece in our strategy to provide investment advice and services to a broad ...

ASIC cracks down on adviser CPD failures

ELIZA BAVIN  |  FRIDAY, 7 NOV 2025
... regulatory compliance and consumer protection (five hours); professionalism and ethics (nine hours); and tax (financial) advice (five hours where the financial adviser is authorised to provide tax (financial) advice services to retails clients).

Former Selfwealth chief lands new gig

MATTHEW WAI  |  FRIDAY, 7 NOV 2025
... HSBC, Commonwealth Bank, and Westpac. Prior to his role at Selfwealth, Keary was chief executive Asia Pacific for Ignition Advice between 2021 and 2023. Currently, Keary is the chair of Ensombl and was previously a board member of the Australian Japan ...