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Showing 781 - 790 of 10432 results for "advice"

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... development executive Jason Milosevski, who sadly passed away in February, aged 43. Milosevski was a fixture of the financial advice landscape for more than 20 years, building a vast network through business development roles with AXA, AMP, and Zurich. ...

NESS Super partners for financial advice offering

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2024
NESS Super will start delivering fully personalised digital financial advice via a partnership with Otivo. NESS Super, whose members are predominantly employed in the electro-technology sectors, has partnered with digital advice platform Otivo to introduce ...

Zenith hires from Preqin and Morningstar

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... institutional markets." For his part, Hope will focus on adviser relationships nationally, supporting the growth of the group's advice tools including Zenith Mosaic, Chant West's Switching Tools and FE Analytics. His most recent role was director of ...

Analyst Moves: Franklin Templeton, JANA, Bain, MLC

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... consulting and investment research. As a consultant, he helps clients manage multi-asset portfolios, providing strategic advice on risk and return objectives, asset allocation, and developing tailored investment strategies. He also ensures that JANA ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... self-licensed advisers. Thunig previously worked as the head of distribution and corporate client relationships at financial advice platform Otivo and also spent 13 years as a business development manager at AMP. Both Stojanovski and Thunig will report ...

Perpetual takeover 'not in the best interests of shareholders'

ANDREW MCKEAN  |  TUESDAY, 17 DEC 2024
... $529 million. Perpetual said it was extremely disappointed and disagrees with the commissioner's views. "Based on strong advice from relevant tax experts, including senior counsel, and following extensive board testing and consideration, Perpetual continues ...

Cost-of-living worries drain retirement confidence: MFS

KARREN VERGARA  |  TUESDAY, 17 DEC 2024
... will provide sufficient cash flow throughout retirement. Among the Millennials surveyed, many turn to their super fund for advice as well as financial publications. Almost one-in-five Gen Xers (aged between 44 and 59) said they don't use any resources ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... Oaktree gives us the capital to fund our short-to-medium term plans and continue enhancing our proposition to accounting and advice businesses," Barrett said. "In the next 12 months, our focus is on accelerating our super firm program, ramping up M&A ...

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
... in southern Sydney. "Our goal is to align with businesses that share our commitment to providing holistic, values-driven advice. Lambert Group is the ideal fit, culturally and strategically," Invest Blue managing director David Stephen said. "Ron and ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
... the 2023 financial year. The client's non-concessional cap, however, for that year was already $220,000. When giving the advice, the adviser failed to obtain or consider the client's superannuation assets in the Public Sector Superannuation Scheme (PSS) ...