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| | | ... advisers by 10.4% over the 12 months. The five AFSLs attracting the most advisers were Akumin Financial Planning, RI Advice group, Picture Wealth, Consultum and Canaccord Genuity Financial. |
| | | | ... corporate strategy. Before that, she was a managing director at Bank of America Merrill Lynch in the financial institutions group based in New York for 14 years and worked at Westpac. She will replace Blair Vernon, whose role as chief executive of the ... |
| | | | ... see one cockroach," he told analysts, "there are probably more." The cockroach Dimon was referring to was Tricolor Auto Group, an American subprime auto lender and used car retailer that entered liquidation after allegations of pledging the same collateral ... |
| | | | ... members are now able to access digital advice via its mobile app, with the capability to be introduced across to Future Group's broader brand offering over time. The super fund announced the partnership with Bravura's Midwinter to bring in digital advice ... |
| | | | ISS STOXX strengthens its sustainability business in APAC with the appointment of a new regional head. Julia Leske has been promoted to head of sustainability business, APAC, which is a newly-created role reporting to the group's global head of ... |
| | | | Macquarie Group shareholders are questioning if the investment giant is still committed to aligning its finances with the goal of net zero by 2050 and if so, how it plans to assess its fossil fuel financing activity for compliance. Shareholders have ... |
| | | | InvestSMART Group (ASX: INV) has agreed to sell the Intelligent Investor business to another listed entity to better focus on its proprietary digital advice, separately managed accounts and investor wealth platform. The Intelligent Investor business ... |
| | | | While financial advice firms are at different stages of embracing artificial intelligence (AI), experts urge not to overlook two key areas before they go all in: data quality and compliance. Before considering anything else, a panel of technology and ... |
| | | | ... position, I am focused on leveraging this experience to drive strategic and investment outcomes for the Australian Unity group, its members, and clients." A HESTA spokesperson wished Major every success in his new role. "Andrew has made an outstanding ... |
| | | | Bell Financial Group has announced the launch of Tandem Capital expanding its platforms division with a new margin lending and at-call investment offering aimed at advisers and their clients. The new business will provide advisers with access to margin ... |
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