Search Results | Showing 1 - 10 of 4740 results for "Financial advisers" |
| | | ... financial harm," Kirkland said. Between January 2025 and June 2026, lead generators referred 7639 new clients to financial advisers across the 15 licensees, representing 35% of all new clients. More than $678 million was switched or invested, around ... |
| | | | ... client needs. Boyle joined from Ascalon Capital, where he was partner, consulting, working with independent financial advisers to build, launch and manage tailored managed accounts. He also served as portfolio manager at Lonsec and brings more than a ... |
| | | | ... stockbroking, alongside an extensive network across Australia's wealth management sector. This includes independent financial advisers, boutique advice firms, investment platforms, family offices and dealer groups. In her new role, Humphris will ... |
| | | | ... Birch, Duddle and employee shareholders will retain a 24% interest post-completion. The acquisition will add 13 financial advisers, 82 accountants and $1.4 billion in funds under advice (FUA) to Count's network. Count chief executive Hugh Humphrey said ... |
| | | | ... platform with new performance attribution and tax reporting capabilities. The upgrade was designed to give financial advisers greater insight into portfolio returns and the impact of personalised investment decisions. The enhancements include more detailed ... |
| | | | ... report to Alceon head of funds management Grant Atchison. McCluskey will lead domestic distribution across financial advisers, family offices, asset consultants, research providers, platforms and high-net-worth investors. He joins from senior roles at ... |
| | | | Financial Standard has recognised the most influential financial advisers in Australia - leaders, mentors and innovators defining modern advice - in its 2026 FS Power50 list. Now in its 13th year, the Power50 features financial advisers who champion ... |
| | | | The regulator has commenced another review of the Financial Advisers Register (FAR) to check if relevant providers have met the qualifications standard. Since 1 January 2026, all personnel providing personal advice to retail clients on relevant financial ... |
| | | | ... decisions about spending, gifting and future care. The findings also pointed to an advice opportunity, with financial advisers ranked as the most trusted source after a spouse when planning for later life. The appointment follows Australian Unity's decision ... |
| | | | ... strategies through a convenient, cost-effective ETF vehicle. "We're proud to expand the choice for investors and financial advisers who want the potential to outperform market-capitalisation weighted indices while keeping costs down," Vynokur said. "That ... |
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