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| | | ... decisions. The advanced risk management and portfolio construction capabilities are set to complement the tailored advice services the business provides, JBWere said. Head of Aladdin Wealth tech APAC James Verner explained what advisers can achieve with ... |
| | | | ... reminds fund operators of their obligations under the Corporations Act to do all things necessary to ensure that financial services covered by an AFSL are provided efficiently, honestly and fairly; have in place adequate arrangements for the management ... |
| | | | ... bigger business and the stability that comes with that," she said. "My clients now have access to a broader range of services and expertise, and they can feel confident that their advice journey will continue seamlessly even if I take some time off." ... |
| | | | ... decline in health and wellbeing at fifth place. Compared with the G20 average, after economic downturn, insufficient public services and social protections ranked second, followed by the lack of unemployment (third), inflation (fourth), and misinformation ... |
| | | | ... satisfaction," the report said. To help close this gap, Brighter Super is simplifying retirement options and expanding its advice services, including a new advice fee structure, expected to reduce the average cost of retirement advice by nearly 50% ... |
| | | | ... Damian Graham, who has stepped down from the board. Misic brings more than 24 years of experience across the financial services industry, including private equity, hedge funds, listed equities, fixed interest, real assets and ESG to her role as director. ... |
| | | | ... panel. The shift comes as Padua hit its stride commercially. The fintech now employs close to 90 staff across two offices, services more than 100 advice businesses and has completed its third capital raise. Recent acquisitions - Wealth Data and Wealth ... |
| | | | ... experience in wealth management, superannuation and investments, Siapkas previously spent seven years at Guild Trustee Services overseeing superannuation trustee licensing and setting up a retirement fund. Before that, he was head of investment products ... |
| | | | ... investment chief role. Her "extensive expertise and visionary leadership will be invaluable as we continue to improve services for our members and provide strategic direction across the entire investment portfolio," he added. Also working at a major ... |
| | | | The Australian Custodial Services Association (ASCA) has released a white paper examining the changing role and expectations of custodians within the financial services ecosystem. The New Custodian: Platform, Pioneer, Partner is informed by senior ACSA ... |
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