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Showing 81 - 90 of 296 results for "Advice firms"

ETF Securities appoints business development manager

CHLOE WALKER  |  THURSDAY, 30 JUN 2022
Based in Melbourne, Arjun Shanker will oversee various ETF Securities accounts, including financial advice firms across Victoria and Tasmania. In his new role, he will report to head of distribution Kanish Chugh. Shanker joins the team from Lincoln ...

AZ Sestante launches ESG portfolios

CASSANDRA BALDINI  |  THURSDAY, 9 JUN 2022
... Launched in 2021, the ERIG Index includes over 670 strategies, representing around 2600 managed funds. Financial advice firms, fund managers, and institutions that subscribe to the ERIG Index can assess the "greenness" of products. "Advisers are passionate ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
... advisers and their clients." "We are excited by the opportunity and responsibility we have in helping Australian advice firms thrive with the most advanced open architecture solutions." Centrepoint Alliance's financial adviser network was among the ...

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ...

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
Financial advice firms using managed accounts for the last three years have seen almost 80% more profit per owner than those without, new research shows. Latest insights from Praemium and Business Health show practices using managed accounts achieved ...

JBWere shakes up leadership

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... step into the role of executive JBWere Australia and contribute to the ongoing success one of Australia's leading advice firms," Lyjouras said. "I have seen how the advice business has evolved over the past 23 years and look forward to shaping the direction ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
Infocus added four new financial advice firms to the fold, including welcoming Victoria Devine's Zella Wealth. The non-aligned dealer group also brought to its network Toowoomba-based Healy Financial led by Matthew Healy; Shiva Saberi's Timeless ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... own consultancy Fusion Practice Solutions, a project management and administration support services to financial advice firms. Prior to launching her business, she worked at AIA for nearly six years in client development roles, and worked at Westpac ...

Skill shortages hitting advice firms hard

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
The financial advice sector is facing a shortage of skills, forcing firms to change how they do things to attract talent. Profusion divisional director Chris Gordon said he has observed a skilled staff shortage in advice, particularly for client service ...

Drummond Capital names strategic growth lead

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... pressure that advisers have faced in recent years, has motivated me to be part of the solution - to partner with advice firms with a goal of improving efficiencies, investment outcomes and most importantly, enhancing the overall client experience." Also ...

Editor's Choice

Australia an 'efficient' market for multinationals

MATTHEW WAI
A new report by Mercator by Citco (Mercator) has revealed that while multinational organisations face significantly higher operations demands in Asia-Pacific (APAC), Australia has proven to be one of the most efficient markets.

Brighter Super default members earn 11% in FY25

KARREN VERGARA
Brighter Super's MySuper option achieved 10.9% p.a. for the 2025 financial year, exceeding performance for the medium and long term.

SIAA chief executive steps down

ELIZA BAVIN
Stockbrokers and Investment Advisers Association chief executive Judith Fox will step down after six years in the role.

GQG assets hit record high despite underperformance

KARREN VERGARA
GQG Partners' assets jumped $4 billion to reach a record high of US$172.4 billion for the 2025 financial year despite experiencing "short-term relative underperformance".

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John Burke

John Burke

GLOBAL CHIEF EXECUTIVE OFFICER
BENNELONG FUNDS MANAGEMENT LTD
Bennelong Funds Management is like a mainline into the jugular of Australia's financial advice sector, with more than 6500 advisers channelling capital to its funds. But its global chief executive John Burke says the job's not done yet. Andrew McKean writes.
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