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Showing 41 - 50 of 3866 results for "financial advice"

Equip Super set to hire top chief experience officer

ELIZABETH FRY  |  FRIDAY, 8 MAR 2024
... industry fund is recruiting for the newly created CXO position that will bring together the member office and financial advice teams. In the interim, Charlie Yanni is acting CXO in addition to his job as chief growth officer. Previously, Yanni held senior ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... access to professionally managed investment portfolio without the relatively high cost of obtaining personal financial advice; and our partners can concentrate on what they are good at without the time and cost of setting up their own managed investment ...

Coalition appoints shadow assistant treasurer, financial services minister

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... of living crisis. Luke will bring his strong command of retail economics to this important role," Dutton said. Financial Advice Association Australia (FAAA) chief executive Sarah Abood congratulated Howarth on his appointment. "This is a critically important ...

Aware Super appoints member strategy lead

KARREN VERGARA  |  TUESDAY, 5 MAR 2024
... will take on a newly created role dedicated to optimising Aware Super's investment in digital technology and financial advice. As part of the shuffle, the corporate development team that is responsible for fund mergers now reports to Travis. Chief ...

More than 40% of women unprepared for retirement: CFS

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... fund and seek advice, with the research finding 70% of women aged 25-29 would happily use their super to pay for financial advice. Of the women who do receive advice, 67% have a financial strategy in place, while just 24% of those who do not have an ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... in terms of salaries, can add enormous value to a practice amidst consolidation and fragmentation by promoting financial advice and helping advisers deliver advice to the market. "In many ways these managers were perhaps the most challenged - after all ...

Jo-Anne Bloch to chair CSLR

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... State, and the Sydney Financial Forum. "Bloch is an experienced leader in financial services, and in particular financial advice, with extensive experience in engaging government and in the not-for-profit sector and is well-equipped to guide the scheme ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... an 11% increase in normalised EBITDA of $4.1 million, driven by organic growth and the November acquisition of Financial Advice Matters Group. Its profit after tax was $4.9 million and gross revenues came in at $140.5 million. In its adviser numbers ...

Canna Campbell slapped with $114k legal bill

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... and the judge found that the two feeble defences Campbell offered - that she did not use the mark to provide "financial advice" and her corporation was liable (not her personally) - were not supported by the facts or the clearly established law," she ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... will have a leg up over life insurers and banks once the federal government implements its proposal to expand financial advice. This is according to industry experts who say that super funds are in good stead to bolster the availability and affordability ...