Search Results | Showing 31 - 40 of 13448 results for "Adviser" |
| | | PPS Mutual has created a new role of director of strategy to lead the life insurer's long-term strategy and identify opportunities to deliver ongoing value to members. Matthew Pilcher, who has been with the firm since 2014, was appointed in the role. ... |
| | | | ... "elevated concerns" around the platform segment. "Platform trustees often oversee large and complex investment menus, rely on adviser and promoter-led distribution, and allow members considerable discretion to concentrate their savings in individual ... |
| | | | ... 84% of HNW investors receiving ongoing advice are happy with their investments, compared with 64% of those without an adviser. Those receiving one-off advice recorded a 70% satisfaction rate. Trust appears to underpin the relationship, with financial ... |
| | | | ... employee share schemes and international tax. He joined the business in 2021. Waller joined HLB Mann Judd as a financial adviser in 2023 and has over 19 years' experience within financial planning, super, and agriculture. She is stationed within Adeliade's ... |
| | | | Australian's life expectancy can vary by more than a decade depending on their socio-economic circumstances, highlighting significant differences in how long people may need their retirement savings to last, new research from Actuaries Institute found. ... |
| | | | Colonial First State (CFS) has launched a new retirement feature designed to give eligible super members greater flexibility in preparing for retirement and accessing future income options. The Retirement Income Optimiser is available through CFS's ... |
| | | | The Stockbrokers and Investment Advisers Association (SIAA) has made two board appointments to fill vacated positions from recent departures. CommSec chief operating officer Stephen Norton has joined SIAA's board of directors, while Canaccord Genuity ... |
| | | | ... Overall, 23 licensee owners had net gains, and 18 licensee owners had net losses. Meanwhile, Padua noted the latest financial adviser exam results attributed to the net increase of advisers. "Of the 27 advisers who arrived this week, 12 were new entrants ... |
| | | | Financial planning outsourcing specialist Vital Business Partners (VBP) has created a new executive role focused on expanding advice relationships, winning new clients and strengthening its offering to advice businesses and licensees. Craig Kouimanis ... |
| | | | ... decade at BT Financial Group in business development roles, rising up the ranks to take on senior management positions in adviser distribution for Victoria and then leading the adviser distribution platform. "Bryce has been an integral part of CFS's ... |
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