Search Results | Showing 491 - 500 of 9798 results for "advisers" |
| | | ... member benefits. Members have a median age of 55 with a median balance of $143,831. HUB24 had a total of 5097 financial advisers using the platform at the end of FY25, growing 13% year on year. During the period, the firm launched HUB24 Private Invest ... |
| | | | ... Data following a successful capital raise, which closed at $2 million over its target. Wealth Data provides insights on advisers, superannuation funds, and self-managed super funds (SMSFs). Following the acquisition, Padua Solutions will receive enhanced ... |
| | | | ... Alex Vynokur said: "In this climate, Trellia Wealth Partners represents a purpose-built offering that enables financial advisers to leverage innovation, scale, and international best practice to deliver more value to their clients and assist their practices ... |
| | | | ... said. "Berit and John bring decades of industry experience and a deep understanding of the challenges and opportunities advisers face every day. Their commercial insight, collaborative mindset, and client-first approach align perfectly with our mission ... |
| | | | ... an operations specialist, has been with QIC for three years. He previously worked at Independent Fund Administrators & Advisers, as well as Aberdeen Asset Management, JP Morgan Chase, and UBS Investment Bank. Thierry Cojan, based in London and recognised ... |
| | | | ... returned to work with Kerr Neilson in 2013 as an investment specialist, bolstering the firm's relationships with advisers in Australia and New Zealand and later expanding the firm's reach into the US. In 2022, he was appointed head of investment ... |
| | | | ... levels of FUA inflows ad new account openings in Q4, robust transition pipelines and continued success in attracting new advisers and their clients," Netwealth said. Netwealth added that its revenue base is highly recurring and well diversified. "We ... |
| | | | ... individual retail investors tended to buy mining stocks, taking profits in some bank stocks," Hill said. "In stark contrast, advisers relied on a handful of blue chips and a broad range of exchange traded funds to build clients' portfolios in the first ... |
| | | | Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator. Matthew Simon Bradley has ceased working in financial services for eight years after ASIC found ... |
| | | | Stockbrokers and Investment Advisers Association (SIAA) chief executive Judith Fox will retire at the end of 2025 once a replacement has been appointed. SIAA chair Hamish Dee said Fox advised that she has decided to retire after six years in the role. ... |
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