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Showing 871 - 880 of 22639 results for "Service"

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ...

Euroz Hartleys in 'early stage' talks with big investor

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
Euroz Hartleys Group confirmed it is in the "early stages" of discussions with the Bank of Montreal (BMO) for the latter to potentially make a strategic stake in the Perth-based financial services company. Addressing an AFR article published on August ...

CEDA calls for 'seamless economy' reforms as Roundtable begins

ELIZA BAVIN  |  WEDNESDAY, 20 AUG 2025
... mobility," Barker said. "But this is more than a simplistic call to cut red tape. The economy has become much more digital and service-based in the last 15 years. Constraints on sharing data across borders have become even more damaging." CEDA said more ...

Evidentia names chief risk, operating officer

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
Evidentia Group has appointed a new chief risk and operating officer who previously worked at MLC Asset Management and Perpetual. Jason Komadina will officially take on the role on August 22. He joined Evidentia in March as an integration lead. Prior ...

ASIC turns spotlight on direct life sales

KARREN VERGARA  |  TUESDAY, 19 AUG 2025
... designed with customers' needs in mind. "Life companies need to place the customer at the very heart of their product and service proposition, including by using customer feedback and complaints data to respond to pain points."

Fidante loses $11.4bn in insto money

KARREN VERGARA  |  TUESDAY, 19 AUG 2025
Challenger's Fidante Partners lost $11.4 billion in institutional client money in the last financial year with the majority of it exiting fixed income investments. The lion's share of $7 billion in net outflows left fixed income strategies while ...

ART chair to retire

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
... with QSuper and the establishment of ART and subsequently became chair of ART in October 2022. After close to a decade of service, Fraser said "now was the right time" to step down. "It's been an honour to serve our members, dating back to the Sunsuper ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
Gold Coast-based financial adviser Andrew Rankin has been banned for four years for failing to act in clients' best interests by pushing them to invest in the Global Capital Property Fund (GCPF) and Pivotal Diversified Fund. The banning took effect ...

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
Fiducian Group's funds under advice (FUA) hit $5 billion in the 2025 financial year as net inflows from salaried and franchisee financial advisers reached $343 million. FUA grew 4% year on year from $4.8 billion across its Core, Auxilium and Badges ...

Commonwealth Super names chief risk and compliance officer

MATTHEW WAI  |  MONDAY, 18 AUG 2025
... success." Versace added: "I'm proud to be joining CSC, an organisation so clearly committed to supporting Australian public service and Australian Defence Force workers in preparing for and sustaining a comfortable retirement." Earlier this month, the ...