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| | | ... reach more clients and accelerate growth," he said. Humphrey added key employees of Oracle Group including financial advisers and accountants have been secured and welcomed into Count Wealth. "We have already appointed new leadership for the accounting ... |
| | | | Financial advisers could face more than $5000 in combined regulatory levies this financial year, with the Financial Advice Association Australia ( FAAA ) warning rising ASIC and Compensation Scheme of Last Resort (CSLR) cost are placing unsustainable ... |
| | | | ... investment management and financial services, Ross has established comprehensive understanding on assisting financial advisers, private wealth firms and institutional partners, Evidentia Private said. Ross spent nearly 11 years at T. Rowe Price, where ... |
| | | | ... Services licence, banned one of MWL's directors and its responsible manager. Niu is one of several former MWL financial advisers who have been banned by ASIC in regard to advice provided in relation to Shield. ASIC has also commenced proceedings ... |
| | | | ... partnership with Finclear. It also introduced Nova, a client-facing generative AI virtual assistant designed to provide advisers with faster access to product and process information while directing more complex enquires to specialist teams. Separately ... |
| | | | ... comment on Challenger's sale of the products. Minney, instead, points to the trend that take-up is driven by financial advisers. "We're seeing lots of growth and interest in solutions that will provide income for life," he says. Meanwhile, Huppert ... |
| | | | ... management and our members, I would like to thank him for his leadership, commitment and tireless work on behalf of financial advisers and their clients across Australia." |
| | | | ... market, and seeing more investment opportunities ultimately allows us to be more selective," Ng says. JANA Investment Advisers head of private equity Matthew Moon agrees this expansion in the co-investment opportunity set should benefit co-investors. ... |
| | | | ... expertise, specialist income capabilities and access to equity and debt capital markets creates a compelling proposition for advisers and clients," Alder said. "Our investment committee will continue to play an active role in governance and oversight ... |
| | | | ... and his leadership team, and I'm inspired by their commitment to pursuing business improvements and stepped change for advisers and the broader profession," Lloyd said. "Entireti has grown significantly, both organically and through M&A, and I'm excited ... |
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