Search Results | Showing 1 - 10 of 19 results for "Professional Partner" |
| | | ... presence by accelerating growth on the east coast. In the role, Mesch will head the expansion of Integro's professional partner network across the east coast and regional communities. He will also lead the adviser team to mentor, recruit, and lift the ... |
| | | | Following its expanded footprint in Australia, the property development and investment firm has launched a new fund targeting early education properties for wholesale and institutional investors. The fund is seeking an initial capital raise of $60 million ... |
| | | | Property development, construction, and investment firm Oreana has launched its investments business to the Australian market, including a new fund. Oreana's funds management business was established in Asia in 2017, but the firm said it's now ... |
| | | | ... increase was retired affiliates, growing from 206 to 229 members. The FPA also noted that it no longer runs the Professional Partner program, and that in line with the Constitution, only individual persons can become members. Meanwhile, after achieving ... |
| | | | Koda Capital (Koda) is expanding into the Perth market through a merger with Redwood Wealth Alliance. In bringing the two businesses together, Redwood will become part of the broader Koda professional partnership. Some Redwood staff will hold equity ... |
| | | | A Newcastle-based financial advice firm is the latest to join the Count Financial network. Serendipity Wealth Advisors launched in February 2021 by directors Christine Lusher and Norma Samson. The duo worked together early in their careers. Lusher previously ... |
| | | | CMC Markets has launched a new derivatives platform to provide access to thousands of single stock CFDs in Australia, the US, Europe and Asia. CMC said the platform has been developed to allow seamless integration with existing systems, including an ... |
| | | | The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ... |
| | | | Testimony provided to the Royal Commission by key financial advice associations and the corporate regulator raised concerns as to the organisations' efficacy in identifying and penalising misconduct. In closing the Royal Commission's inquiry into financial ... |
| | | | ANZ's potential sale of its wealth business will send ripples through the succession plans of many advice businesses now that banks can no longer be considered a "buyer of last resort." During a media briefing discussing the bank's full-year results ... |
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