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Showing 81 - 90 of 1994 results for %22Financial Health%22

Lazard implements new leadership

CHLOE WALKER  |  MONDAY, 29 MAY 2023
Lazard has promoted current chief executive of financial advisory Peter R. Orszag to the role of chief executive, while former chief executive and chair Kenneth M. Jacobs will step into the role of executive chair of the board. Orszag has served as ...

Melissa Caddick declared dead by coroner

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2023
The fraudster who purported to be a financial adviser to scam upwards of $23 million out of family and friends is likely dead, the inquest has found. That was the key finding delivered by the NSW Coroner yesterday, though the nature of her demise could ...

AZ NGA partners with advisory firm

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... into accounting and advice firm McLean Delmo Bentleys, also based in Melbourne. In 2022, it acquired a stake in SCM Financial Group and co-invested in Virtual Business Partners with Invest Blue.

Liverpool Partners invests in AI

CHLOE WALKER  |  TUESDAY, 16 MAY 2023
... continued organic growth is the group's core focus, Anthony Scott said the new investment will also give Simplyai the financial and strategic capacity it needs to explore acquisitions that can complement its existing footprint. "We will continue ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... chief executive Santi Burridge, the platform's client-centric design helps advisers bring to life a client's financial position, goals, and values. "Our advice delivery modules support advisers in visualising their advice and engaging clients ...

AFCA tallies up COVID-19 complaints

JAMIE WILLIAMSON  |  FRIDAY, 12 MAY 2023
The Australian Financial Complaints Authority (AFCA) received close to 1500 complaints about superannuation funds over the course of the COVID-19 pandemic. Releasing data now that the World Health Organisation has declared the pandemic over, AFCA said ...

Federal budget 2023: Winners and losers

TOM WATSON  |  TUESDAY, 9 MAY 2023
... the same. Businesses writing off assets: The small business instant-asset write off has been extended for the 2023-24 financial year, allowing small businesses with an annual turnover of less than $10 million to immediately deduct certain assets worth ...

Budget delivers surplus, with a catch

ANDREW MCKEAN  |  TUESDAY, 9 MAY 2023
... global growth is set to slow considerably in 2023 due to high inflation, sharply rising interest rates, and tightening financial conditions associated with recent banking sector strains. "The Australian economy is not immune from these global economic ...

Australian Retirement Trust reduces fees, ups premiums

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... value-for-money insurance cover to protect them and their families when they need it most, as well as safeguard their financial future." At the same time, ART said it is making changes to its group insurance offering based on feedback from members, including ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
Lumiant has acquired an app that helps financial advisers monitor clients' health, longevity and aged care risks that could impact retirement. Chicago-based Genivity, deemed a health analysis and longevity optimiser (HALO), will integrate into Lumiant's ...