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Showing 721 - 730 of 9807 results for "advisers"

Grant Hackett named chief executive of Generation Development Group

ANDREW MCKEAN  |  FRIDAY, 20 DEC 2024
... 2017." "Together we have ensured that Generation Life continues to grow for our shareholders, policy owners, and financial advisers. While I'm looking forward to stepping into my new role with the group, I know Generation Life will be in very good ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... the distribution of the iQ Portfolios across Centrepoint's adviser network - including licensed and self-licensed advisers. Thunig previously worked as the head of distribution and corporate client relationships at financial advice platform Otivo ...

PE firm acquires Mason Stevens

KARREN VERGARA  |  THURSDAY, 19 DEC 2024
... strategic and cultural alignment, Adamantem's investment will allow Mason Stevens to further develop innovative solutions for advisers and wealth practices to deliver sophisticated investment offerings to their end-clients," Yule said. Adamantem managing ...

Insignia rejects Bain Capital takeover proposal

ANDREW MCKEAN  |  WEDNESDAY, 18 DEC 2024
... of Bain Capital's investment committee. Insignia engaged Citigroup and Gresham Advisory Partners as its financial advisers and King & Wood Mallesons as its legal adviser. Its shareholders aren't required to take any action in relation to the ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... literacy. This should foster increased member engagement and promote financial wellness. AI can also assist trustees and advisers in navigating the crucial decumulation phase for plan members," he said.

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... financial planning firms from AMP." AMP's recently sold its advice licensees to Entireti and AZ NGA, which has seen some 950 advisers across relevant branches transitioning to the two companies. Meanwhile, Oaktree managing director Byron Beath noted ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
The Financial Services and Credit Panel (FSCP) reprimanded two financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... while the University of Tasmania runs the Graduate Diploma in Financial Planning as well as the Ethics for Professional Advisers bridging unit. Financial Advice Association Australia general manager of education Anne Palmer said: "The FAAA remains particularly ...

Anne Fuchs takes on new role at ART

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... and sits on multiple boards and external advisory committees. Earlier, she held roles at the Association of Financial Advisers, Pinnacle Practice, ING Australia, and Bankers Trust. Last year, Fuchs stepped into the acting chief of retirement role while ...

Morningstar hires research manager for super

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... regional and wider global manager research teams, William and the team are well positioned to support both investors and advisers in providing them with independent research and insights into superannuation funds, " said Matt Olson, Morningstar director ...