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| | | ... to head of distribution wealth, Adrian Stewart said he brings with him deep relationships with the financial planning community. "His experience and extensive network align to our refreshed distribution approach to deliver next generation retirement ... |
| | | | ... literacy of her clients, has an unwavering focus on continuous improvement, and is a strong advocate for advice and community," he said. "All finalists throughout the process were exceptional, however it was Felicity who shone brightest throughout the ... |
| | | | ... and TAL, recognises the talents and contributions of female financial advisers and the work they do with clients, the community and their profession. Baker was selected for her strong advocacy of females in financial advice and her efforts in improving ... |
| | | | ... Understanding and fixing regulatory uncertainty and licensee caution has been a subject discussed at length within the advice community in recent years, with AFCA saying it isn't surprised by the level of fear in the industry when it comes to ASIC. Association ... |
| | | | In honour of the late Chris Regenass, AFA Foundation chair Dave Slovinec announced that the foundation is supporting Kidney Health Australia as part of the AFA 'Thrive' conference. Approximately 200,000 people suffer from kidney disease in Australia ... |
| | | | ... of serving the interest of Australians and making sure that great advice is available to more and more members of our community, we really do believe in the value of great advice." He continued by saying that the committee has put together a program ... |
| | | | ... last in-person Congress, there has been huge change both in the financial planning profession and also in the broader community. "As a profession we have seen a bewildering range of ongoing and proposed legislative change and grappled with a substantial ... |
| | | | ... insurance." Actuaries Institute president Annette King said Dolman has built strong relationships beyond the actuarial community and is highly regarded by policymakers, regulators, academia, and other thought leaders. "Chris has played a significant ... |
| | | | ... abrdn) for $80 million, Sherman became a prominent philanthropist, focused on the arts, animal rights, and the Jewish community. He was also director of the Sydney Organising Committee for the Olympic Games and chair of its Finance Committee, chair of ... |
| | | | ... Sequoia in 2020. "As we grow and develop this licensee within the broader group, I'm also keen to build a sense of community between advisers of all of the Sequoia owned licensees," he explained. "Adviser health and wellbeing is something we need ... |
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