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| | | ... will shape a promising and transformative future for our business, setting a new standard of excellence in the financial planning sector," Gassner said. Meanwhile, TNW Solutions director Esha Khosla concurred: "We have a common objective to increase ... |
| | | | ... the right partner to make our member services offering even more engaging. This is a significant project, and we are planning on the transition being completed in mid-2024." ANZ Staff Super has about $6 billion in funds under management. |
| | | | ... shareholding in the latter. Centrepoint also took over ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. ClearView managing director Nadine Gooderick said the decision to reset and transform ... |
| | | | ... resounding endorsement of our strong growth and ability to deliver industry-leading investment solutions to financial planning businesses and their clients," he said. |
| | | | ... advisory platform and cutting-edge technology and underscores Mirae Asset's commitment to driving innovative investment solutions on a global scale," Park said. Mirae has US$214 billion in global assets under management. |
| | | | ... thanked Poirier for her many contributions. "As part of MFS' thoughtful and transparent approach to long-term succession planning, Marian has been working closely with Josh on the transition and will continue to do so until Q1 2024," she said. "We feel ... |
| | | | ... alignment in how we want to support Australians with financial knowledge; it made sense to pool our expertise and technology solutions to collaborate on My Financial Fitness," Donat said. |
| | | | ... the expertise of both our organisations, enabling us to offer our clients truly customised and tailored risk insurance solutions." She added that it will see the team "raise the bar for client-centric insurance advisory." "Our clients will benefit from ... |
| | | | ... invariably feature in a superannuation system, it's not the purpose of superannuation to have a tax preferred estate planning mechanism. "We've got a crisis of funding in aged care and at the same time we've got one-third of the value of superannuation ... |
| | | | GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ... |
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