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| | | UniSuper has named a chief advice officer, promoting from within the fund. Current head of financial advice and education Andrew Gregory was appointed to the new role and will commence on October 1. As chief advice officer, Gregory will continue to ... |
| | | | ... capabilities," Aura co-founder and managing director Calvin Ng said. With more than $1.3 billion in funds under management and advice, the alternative fund manager offers venture capital, private equity, digital assets and multi-asset strategies. Founded ... |
| | | | ... utilisation specialist IT service providers are minimum ticket to the game these days," Ward says. "I don't understand why advice firms grow their businesses in the darkness of night. We need to share best practices more between ourselves. Any data ... |
| | | | ... in-force premiums. It also achieved an industry-leading Net Promoter Score of 54.8 in the Adviser Ratings Australian Financial Advice Landscape 2025 report and ranked first in six major adviser satisfaction categories, including trust, reputation, and ... |
| | | | ... Advisers. Hartley previously served on the board of the FSC from December 2021 to July 2023. "The superannuation, financial advice and investment industry plays an important role in helping Australians build their wealth and achieve greater outcomes ... |
| | | | ... that they are genuinely weighing up each applicant's circumstances, exploring alternatives, and using professional advice where appropriate. That is what the Code requires." Despite the concerns, McClelland said the resolution to address them should ... |
| | | | ... several additional shareholders, some of whom have retired but retained equity in the business. It currently has eight advice partners and typically aims for growth through both organic and M&A activity. MiQ joins AZ NGA's network as it expands the organisation's ... |
| | | | ... make a quick buck, it's actually far more of a long-term play. As Andrew Saikal-Skea, founder of Saikal-Skea Financial Advice, tells it, gearing - and specifically the use of margin loans - was a popular method of investing pre-Global Financial Crisis ... |
| | | | Investors turning to artificial intelligence (AI) for investment advice is rising, according to new survey from Chartered Accountants ANZ (CA ANZ). CA ANZ survey of 1000 Australian retail investors with more than $10,000 invested in the stock market ... |
| | | | ... spread it across all Australian Financial Complaints Authority (AFCA) sub-sectors. The sentiment aligns with the Financial Advice Association Australia's (FAAA) suggestion earlier this month, noting that financial advisers should not be expected ... |
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