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|Showing 1 - 4 of 4 results for "Tony Zulli"|
|... the needs of clients, in particular SMSF and retail superannuation clients. Sydney-based Accountable chief executive Tony Zulli said this initiative will significantly enhance the experience of accountants and advisers via HUB24's administration and ...|
|... rising demand for AFG services as accountants' up-skill to better align with client needs," he added. AFG was founded by Tony Zulli and has just under $1 billion in funds under advice from over 2,000 SMSFs. Zulli said that the acquisition will allow ...|
|... the federal government's Future of Financial Advice (FoFA) reforms could mean that advisers become complacent, said Tony Zulli, van Eyk Advice national practice manager. "Receiving passive, commission-based revenue streams from large client bases is ...|
|... about some of the latest marketing trends. This year's symposium will see exclusive talks from guest speakers including Tony Zulli, strategy director of Elevate Financial Marketing speak on wealth management advertising; lectures on social media marketing ...|
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As he marks 90 days as chief executive, Matt Rady tells Financial Standard how, despite the industry exodus and the company's own challenges in 2021, financial advisers are increasingly turning to BT Financial Group.
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The former head of wholesale distribution at BNP Paribas Asset Management has taken on a similar role at MFS Investment Management.
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The Stockbrokers and Financial Advisers Association argues that potential reforms to education standards will put the industry on a level playing field with other professions.
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The local branch of the UN Principles for Responsible Investing has bolstered its team, hiring Spirit Super's general manager for strategy.
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