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Showing 701 - 710 of 10433 results for "advice"

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment advice to a range of non-profit and private clients across Australia. As part of his role he worked with clients to develop long-term ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
Entireti has unveiled the go-forward name of its NewCo subsidiary, home to all the financial advice brands previously owned by AMP. The business will now be known as Akumin, "inspired by the professional judgement, discernment and acumen of the experienced ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... assets sitting on its platform on an average basis, including $4.2 billion from OneVue. Broadly, Praemium's funds under advice for the period was $62.1 billion. It made $52.3 million in revenue, which jumped 32% year on year, while NPAT moved in ...

Stockspot officially launches low-cost super offering

ELIZA BAVIN  |  WEDNESDAY, 5 MAR 2025
... offering will automatically adjust investment allocations based on age. "Most Australians don't need expensive financial advice to adjust their super-what they need is an investment strategy that automatically evolves with them," Brycki said. "Stockspot ...

Insurance through superannuation stages a comeback

ANDREW MCKEAN  |  TUESDAY, 4 MAR 2025
... million in 2018 to 1.51 million in 2023 - likely collateral damage from regulatory changes to the provision of financial advice, a shrinking adviser pool, and increased premiums. However, in the year to June 2024, the number of members with insurance ...

UniSuper launches fresh brand campaign

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... UniSuper's heritage in the university and research sectors and reflects the industry fund's commitment to providing financial advice for members. "As a fund that is open to all Australians since 2021, we have continued to build our brand awareness, and ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
... client - but they should continue to trade at a premium to other small businesses. According to Centurion Market Makers' Advice Practice Acquisition, Sale & Valuation Guide for 2025, demand is increasing for premium fee-based client books - however ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... return to trading profits, and the board is proposing a dividend to shareholders of 0.2 cents per share, pending further tax advice..." Nevertheless, Clime reported a statutory loss of $257,000 post-tax, reflecting non-cash amortisation and depreciation ...

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... the appointment of Adam Philippe, who joins as distribution director to manage the fund's relationship with financial advice practices in regional Australia. Before joining GCQ, Philippe was chief operating officer at Roc Partners and spent thirteen ...

Super moves: Qantas Super, VFMC, AusSuper

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... His appointment comes two months after Cambooya head of investment Katheryn Young, left to join TCorp as head of client advice and portfolio management.This month sees the finalisation of Qantas Super's merger with Australian Retirement Trust. Meanwhile ...