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Showing 1 - 10 of 229 results for "Roadshow"

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million. The ASX-listed wealth firm said BMO made the confidential, non-binding and conditional proposal to ...

ASX Advisory Group gives update on corporate governance revision

MATTHEW WAI  |  TUESDAY, 12 MAY 2026
The Advisory Group on Corporate Governance (AGCG) for the ASX has met for the third time, providing an update on the revision of the ASX's corporate governance principles, which were last updated in 2019. The AGCG said its priority was to complete the ...

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI  |  FRIDAY, 8 MAY 2026
... must remain "fair and sustainable" to not undermine the ongoing viability of the advice profession. Speaking at the FAAA Roadshow in Sydney on Thursday, FAAA general manager of policy, advocacy and standards Phil Anderson said the CSLR needs to be fixed ...

Sequoia appoints licensee, adviser services lead

ELIZA BAVIN  |  WEDNESDAY, 7 MAY 2025
Sequoia Financial Group has appointed Daryl Stout as head of licensee and adviser services, set to join the leadership team later this month. Stout will report directly to chief executive Garry Crole and will be responsible for growth, operational excellence ...

Short-term noise reinforces long-term investment thinking: ART

KARREN VERGARA  |  FRIDAY, 11 APR 2025
... recession but remain steadfast in how it will position members' savings for the long term. Speaking at a financial adviser roadshow in Sydney, ART chief economist Brian Parker discussed the many risks he and the investment team are fielding in the wake ...

Team Super finalises leadership

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... management and engagement. Garrido previously spent five years at Telstra in sales and marketing followed by stints at Village Roadshow and DMG Radio Australia. As for the new finance chief, Wells-Jansz joins from Telstra Super where he ran finance and ...

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
... the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes La Trobe expects to dominate investment decisions and markets ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
Financial advisers are increasingly leaning towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... private credit, the group's continued focus on the asset class has certainly paid off. "Five or six years ago, I did a roadshow around Australia with our domestic distribution team titled 'What is private credit?' as back then we saw that ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... issue and that having one small error can invalidate the entire process. Anderson told the recent United Association Roadshow in Sydney that, following an ASIC review under Report 636 in 2019, the regulator urged advisers to go into product systems and ...
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