Search Results | Showing 1 - 10 of 95 results for "Independent advice" |
| | | ... Rowan has joined the board as a director; he has been an expert committee member since August 2023, providing independent advice on cyber security, technology strategy and IT risk management since. In addition to his new role, Rowan will also be a member ... |
| | | | ... business with deep adviser relationships, award winning technology and a three-decade track record of backing independent advice," Whittingham said. "Our investment is a long-term commitment to ensuring Infocus has the capital and strategic support to ... |
| | | | ... record of $10.7 billion in the first half of the year. HUB24 noted the emergence of new mid-to-large sized independent advice firms following a period of significant disruption as investment returns in the industry. "Independent advice, accounting and ... |
| | | | One of Koda Capital's most senior executives is set to leave the independent advice firm after three years. Koda Capital has confirmed that chief client officer and partner Cassandra Hinze is departing to pursue other opportunities. Hinze served ... |
| | | | ... design-building custom investment strategies across equities, fixed income, and SMA solutions. He has worked closely with independent advice firms to align investment solutions with both client goals and business strategy. With a background spanning ... |
| | | | ... the firm looks to expand its client base among superannuation funds and other institutional investors seeking independent advice on asset allocation. The asset consultant said in this newly created role Marchi will oversee the development and execution ... |
| | | | ... strengthens our presence in Queensland, allowing us to offer a fresh style of contemporary, professional and independent advice to affluent clients in the region." The Brisbane office, led by Brand, will offer a comprehensive suite of financial services ... |
| | | | ... investigation into the conduct of Hewish, UGC, and its related entities. The regulator also advised UGC clients to seek independent advice and consider lodging complaints with the Australian Financial Complaints Authority if they have concerns about ... |
| | | | ... are 100% fee-based fiduciaries, are the next fastest-growing category, skyrocketing at about 20%-25% CAGR. "Independent advice and digital advice are growing the fastest. There are two notable areas where technology is driving change in the US market. ... |
| | | | ... executive Adrian Johnstone told Financial Standard that the company aims to be the "operational backbone" of an independent advice firm by offering a "fully integrated ecosystem" including sales, opportunity management, CRM, and ongoing relationship ... |
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