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Showing 51 - 60 of 9306 results for "Advice"

Retirement saving, investing daunting for women: Surveys

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
... number of women members said they feel secure about their financial situation overall. ART executive general manager of advice, guidance and education Anne Fuchs said while women are getting better at carving out time for self-care, that same mindset ...

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 ...

Iress share price jumps on takeover rumours

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... with some US$134 billion in assets under management, enlisted Jarden Investment Bank co-chief executive Aidan Allen for advice, but "has not made a formal approach to the company or its defence adviser Goldman Sachs". A prior article referenced stated ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
Tailored Lifetime Solutions is the latest firm to join Count's national advice community, switching from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting ...

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
... investments, and retirement savings products. "We know that financial literacy, engagement with your super fund and seeking advice have a major impact on improving women's financial confidence," CFS Superannuation chief executive Kelly Power said. She ...

DomaCom chief executive John Elkovich steps down

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
... Deutsche Bank, and Bank of America. James also serves as a director at Aston Consulting, which provides specialist strategic advice services, covering areas like capital raising, marketing and implementation, product distribution and implementation ...

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... accepted more than $730,000 in conflicted remuneration from the referral agreement. The SMSF Club provided financial product advice and accounting and administrative services for SMSFs. Between August 2013 and 29 July 2013, SMSF Club was an authorised ...