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| | | ... advice landscape and passion for client success make her the ideal person to lead our sales strategy. With our leadership team now in place, we're ready to deliver the next phase of growth and value for our clients." In February, Lonsec Group's ... |
| | | | ... result of the integration of teams, Camelia Seric, who was head of distribution wealth management at Merricks Capital, is now leading Regal's broader private wealth distribution team in her role as head of private wealth distribution. The ASX-listed ... |
| | | | ... types, including income protection. As of October 1, BUSSQ has combined both products into one - BUSSQ Super. All members can now access the additional investment options and insurance cover without having to switch accounts and at no extra cost. BUSSQ ... |
| | | | ... Appearing on Sky News this morning to discuss this week's changes to Division 296, Mulino was asked whether the government will now turn its attention to family trusts. In response, Mulino said: "There's no plans to look at anything other than the ... |
| | | | ... "The investment horizon is shorter than the climate horizon... unfortunately, people are still not factoring those 'here and now' climate risks inside that horizon," he said. "One of the big challenges we face is not incorporating things in the relevant ... |
| | | | ... Alexis George said. "We continue to innovate in the areas we know advisers value, such as managed portfolios, where AUM is now $23.8 billion. Our recently launched 'Grow' feature allows advisers to meet a broader range of client needs on North by blending ... |
| | | | ... ways to free up their time. "We've been using AI and robotics in our business for more than six years, so it's exciting to now bring the scale and efficiencies we've gained directly into advisers' offices," McCarthy said. "If we applied the average time ... |
| | | | ... and greed and these things wax and wane. When everything's going well, and markets have been really strong for a while now, then people get greedy in that environment if you drop your guard on compliance," Gosselin says. "Then it's easier for ... |
| | | | ... takeovers, as well as private takeovers. "I think the markets have matured, and there're different pathways of liquidity now than there were 10 years ago." Meanwhile, Isouard said ASIC and the ASX have been taking different approaches to revitalise ... |
| | | | ... significant milestone in Integro's journey. "We have built strong foundations in Western Australia, Queensland and Victoria and are now turning our attention to developing a truly national presence, including in New South Wales," he said. Gilmour said ... |
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