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| | | ... members." Meanwhile, Patrick Jodas was appointed chief financial officer at Brighter Super overseeing finance, tax, financial planning and analysis, corporate strategy, and investment operations. Jodas brings over 25 years of experience in banking, financial ... |
| | | | ... assets. A Betashares spokesperson said the Wealth Builder ETFs have received "strong interest," and that the firm is planning to expand the range over the second half of 2025. "We've had significant adviser and investor demand for a Wealth Builder ETF ... |
| | | | Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m). The move brings Shaw and Partners Financial Services' assets under advice ... |
| | | | More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline. An ASIC spot check of the 15,610 relevant providers listed in the Financial Advisers Register found that 6426 ... |
| | | | ... outstanding advisers based on feature and profile stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until July 27. ... |
| | | | The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience ... |
| | | | Australia is showing progress with disclosing and adopting its clean energy transition initiatives as investors' demand for credible emissions reduction strategies grows, a study from MSCI shows. Among listed Australian companies analysed in the APAC ... |
| | | | ... international climate finance negotiations and spearheaded the development of the nation's mitigation targets, resilience planning, and energy innovation initiatives. She served in the Singapore Foreign Service as a diplomat in Beijing, overseeing ... |
| | | | ... set to leave ART as the country's second-largest superannuation fund moves to disband its investment resilience and planning division, of which he was a part. Ozer's boss, Jody Fitzgerald, who joined ART over a year ago as head of investment ... |
| | | | ... regulation at the Australian Retail Credit Association and held senior roles at AMP, Asteron Life, Zurich, and the Financial Planning Association. He reports to Padua's head of data, research and technical advice Rudy Haddad who called the appointment ... |
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