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Showing 971 - 980 of 10527 results for "advice"

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... planning, competitive analysis, and business development. He is also currently the national deputy chair of the Financial Advice Association Australia's Gen Next community. He brings over a decade of experience to the role. Most recently, he was ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... direction, there is still a significant amount of opportunity to increase our penetration with both existing and new financial advice firms." GDG also confirmed it has completed the acquisition of the remaining interest in Lonsec on August 1, following ...

Perks announces new acquisition

ELIZA BAVIN  |  FRIDAY, 18 OCT 2024
... business owners, investors, families, and high net-worth individuals. Established in 1981, Perks provides their clients with advice across business advisory, wealth management, audit, finance, superannuation, HR consulting and recruitment.

AMP's MyNorth sees inflows rise 76%

ELIZA BAVIN  |  THURSDAY, 17 OCT 2024
... independent advisers, which helped drive the positive update. George also provided an update on the group's divestment of its advice business. AMP announced back in August that it would sell its advice licensees and support services business to Entireti ...

JANA awarded mandate for $2bn construction leave scheme

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
... with the highest level of oversight and strategic insight," Tassone said. "JANA's ability to combine top-tier investment advice with a deep understanding of liability management gives us confidence that we can deliver sustainable financial outcomes for ...

Australia's retirement system slides down rankings

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... key, and we believe members should be empowered to make the right decisions for their circumstances, with the support and advice of their super funds," Delahunty said. The report also provided other suggestions as to how Australia can increase its rating ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... trusted financial adviser." Rising Tide senior financial planner Rebecca Pritchard said Australians "benefit massively" from advice, and it's the adviser's job to demonstrate this value from the outset of the relationship. The report also highlighted ...

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... London-based EBC provides financial brokerage, asset management, and investment solutions. In Australia, it holds a general advice licence that allows it to service retail and wholesale clients. The acquisition of the new AFSL, which complements the ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... as "best in breed solutions." "We chose to partner up with Managed Portfolios because the solution came from their own advice practice, so the technology is built by advisers for advisers," Constable said. "We understand that managed accounts are an ...

HUB24 share price, FUA skyrocket

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... advisers using its platform. Retail comprises the lion's share of FUA at 85%. During the quarter, HUB24 launched pre-populated advice fee consent forms and refreshed it digital advice fee consent dashboard. This provides advisers with greater flexibility ...