Search Results | Showing 21 - 30 of 409 results for "Financial advisor" |
| | | ... concerns around "irrelevant providers." "Not all advice can be or should be, in my view, given by a professional financial advisor - there are 16,000 of you. With luck and the benefit of these recommendations, there will be more, but you will never be ... |
| | | | AZ Next Generation Advisory (AZ NGA) welcomes Shannon Wood to the newly created role. Previously, Wood has held general manager, practice manager positions at several boutique financial planning businesses including Fruition Wealth and Bright Wealth. ... |
| | | | ... with strategic clients. Fink said Shedlin had been involved with BlackRock for many years: first as our outside financial advisor and for the past decade as our finance. "As an investment banker, he played a key role in our most transformational transactions. ... |
| | | | Amie Baker of Rekab Advice has taken out the gong, now in its 10th year. The award, which is presented by both the Association of Financial Advisers and TAL, recognises the talents and contributions of female financial advisers and the work they do ... |
| | | | Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ... |
| | | | Kath Nell has been appointed to the position of chief people officer by the privately-owned financial advisory and accounting services firm. With over 20 years in human resources, Nell will lead Findex's human resources function, which encompasses culture ... |
| | | | Findex has appointed a total of 57 new partners and associate partners across Australia and New Zealand. The hires are an increase of almost 50% on the previous year, with most appointments coming from internal promotions. In all, 46 of them are in ... |
| | | | In the US, UBS Financial Services has agreed to pay US$25 million to settle fraud charges related to a complex options trading strategy it sold to investors without adequately educating their financial advisers on the product's risks. The Yield Enhancement ... |
| | | | State Super has added to its board, appointing a former Commonwealth Bank and Westpac executive. Cathy Yuncken joined the State Super board last month, adding more than 30 years' experience in financial services. She is currently managing director of ... |
| | | | Findex Group is growing its presence, announcing the acquisition of McGarva Accounting Group which trades under Atticus Business Accountants and Basecamp Bookkeeping in Toowoomba. Findex is a privately-owned financial advisory and accounting service ... |
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