Search Results | Showing 641 - 650 of 10511 results for "Advice" |
| | | ... 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 ... |
| | | | ... Investment Services Group (ISG) for NZ$67.5 million ($62.5m). The move brings Shaw and Partners Financial Services' assets under advice close to $45 billion. Under the agreement, the ISG business will report to Shaw and Partners' chief executive Earl ... |
| | | | ... qualifications standard looms, and it remains unclear how many advisers will be properly qualified to provide personal financial advice on 1 January 2026," ASIC commissioner Alan Kirkland said. "It's possible that some of these relevant providers may ... |
| | | | ... considered 'influential' advisers must be and continue to be instrumental in shaping the future of the financial advice industry. They are individuals who make a meaningful difference in their clients' financial wellbeing, actively participate ... |
| | | | ... period, spearheaded by ESSSuper and UniSuper with a respective +20% uplift linked to stronger outbound communication and advice-led support. Australian Ethical (+15%), TelstraSuper (+15%) and Brighter Super (+4%) made the top five performers and most ... |
| | | | ... the fund's asset base is below $10 million, AFCA lead ombudsman Shail Singh and senior ombudsman for investments and advice Patrick Hartney say. "AFCA applies the law as it stands. This is spelled out in the Corporations Act, where Section 761G (6) ... |
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