Search Results | Showing 551 - 560 of 10426 results for "advice" |
| | | ... the initial levy estimate, issued in January 2025, exceeding the $20 million sub-sector cap for the personal financial advice sub-sector. With the assistance of CSLR's principal actuary, the revised estimate for the 2026 financial year has been calculated ... |
| | | | ... portfolio manager Tom Schubert said the firm continues to grow strongly and will expand the range of solutions it offers to advice practices. Schubert said the firm will be making several new hires over the next two months and is currently recruiting ... |
| | | | ... involved in providing the environment," Court said. "Ultimately, the financial advisers are the ones that are providing the advice to people to say you should roll your funds into something like the Shield Master Fund or First Guardian Master Fund." ... |
| | | | ... Fuoco "one last chance." Between March 2019 and April 2023, he was found to have been involved in five companies: State Advice, Ansa Finance, AFSL Group, About Advice, and Advice Now. All the companies were operating a similar model to that of the business ... |
| | | | ... Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios use BlackRock's multi-asset investment ... |
| | | | ... about $16 billion of funds across Viridian Advisory, Infinity Capital Solutions and Smartmove Lending, providing wealth advice, investment solutions and mortgage broking services to 15,000 clients. Head of TA Associates Asia Pacific Edward Sippel said ... |
| | | | Bombora Advice is welcoming a new chair and a managing director following the departure of founder Kevin Martin. Wayne Handley will take on the role of executive chair and Niall McConville will become managing director, effective July 1. Martin served ... |
| | | | ... Magellan as head of retail distribution before a short stint at Prime Value Asset Management. "Mark's knowledge of the NSW advice market and asset consulting is a great asset to our team," the asset manager said. Both Dowling and Jordan both carry ... |
| | | | Super Fierce, the digital advice platform that compares superannuation products, is now in liquidation three years after it launched. Trenna Probert and Craig Swanger, co-founders of Super Fierce, officially launched it on International Women's ... |
| | | | DASH Technology Group is completing a new capital raising, with its valuation surging 59%. The cloud-based financial advice and investment management platform has signed a binding legal documentation with a new, undisclosed investor as part of an ongoing ... |
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