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Showing 41 - 50 of 433 results for "Financial advisor"

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
The Association of Financial Advisers celebrated 10 years of AFA Inspire at an event in Sydney, sharing that the community will continue on following the merger with the Financial Planning Association of Australia. Marking International Women's Day ...

Openmarkets secures chief financial officer

CASSANDRA BALDINI  |  TUESDAY, 28 FEB 2023
The fintech has welcomed Hetal Majithia permanently to the role following a four-month contract where she was engaged to deliver interim financial support. Majithia will be responsible for the management of the group's finance function during a period ...

AZ NGA appoints chief financial officer

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
AZ Next Generation Advisory (AZ NGA) has appointed Dan Heckendorf as its new chief financial officer as it plans its next growth phase. Heckendorf, who will report to AZ NGA chief executive Paul Barrett, joined in October as interim chief financial ...

BlockFi files for bankruptcy, crypto contagion worsens

ANDREW MCKEAN  |  TUESDAY, 29 NOV 2022
... BlockFi expects that recoveries from it will be delayed. Berkeley Research Group, managing director, BlockFi's financial advisor, Mark Renzi said: "With the collapse of FTX, the BlockFi management team and board of directors immediately took action ...

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... concerns around "irrelevant providers." "Not all advice can be or should be, in my view, given by a professional financial advisor - there are 16,000 of you. With luck and the benefit of these recommendations, there will be more, but you will never be ...

AZ NGA appoints head of business improvement

CASSANDRA BALDINI  |  MONDAY, 10 OCT 2022
AZ Next Generation Advisory (AZ NGA) welcomes Shannon Wood to the newly created role. Previously, Wood has held general manager, practice manager positions at several boutique financial planning businesses including Fruition Wealth and Bright Wealth. ...

BlackRock appoints new chief financial officer

ELIZABETH FRY  |  THURSDAY, 6 OCT 2022
... with strategic clients. Fink said Shedlin had been involved with BlackRock for many years: first as our outside financial advisor and for the past decade as our finance. "As an investment banker, he played a key role in our most transformational transactions. ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Amie Baker of Rekab Advice has taken out the gong, now in its 10th year. The award, which is presented by both the Association of Financial Advisers and TAL, recognises the talents and contributions of female financial advisers and the work they do ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ...

Findex appoints chief people officer

CHLOE WALKER  |  TUESDAY, 16 AUG 2022
Kath Nell has been appointed to the position of chief people officer by the privately-owned financial advisory and accounting services firm. With over 20 years in human resources, Nell will lead Findex's human resources function, which encompasses culture ...