Search Results | Showing 781 - 790 of 10432 results for "advice" |
| | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... $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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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) ... |
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