Search Results | Showing 1 - 10 of 51 results for %22Unified Financial Services%22 |
| | | ... time in the financial advice reform debate. "The financial services industry is at its strongest when it speaks with a unified voice on regulatory and policy issues that impact the sector and its consumers," he said. "The FSC has a leading role unifying ... |
| | | | ... behalf of over 60,000 clients. "The name Entireti perfectly sums up what we are all about. It implies completeness as a unified group, rather than standalone parts. It also reflects our collective strength, community culture and robust foundation," Younger ... |
| | | | ... the executive committee." Meanwhile, George thanked the outgoing chief technology officer for her "focus on creating a unified technology team with a clear path forward." "We wish Felicia all the best in her new role and thank her for her work reshaping ... |
| | | | ... to "re-growing" the profession with "major campaigns" to promote financial advice as a great career choice. "Having a unified voice for the profession, representing the majority of financial advisers in the country, gives us a greater chance of achieving ... |
| | | | ... to move ahead on a simple definition that can be commonly understood by all Australians and that the super industry is unified on. "An enshrined objective for superannuation would lead to more stability in policy settings and end the cycle of constant ... |
| | | | ... financial advice, as it's practiced in Australia today, has made considerable professional progress. Further, he posits that unified progress towards professional recognition may benefit the financial advice sector for both consumers and advisers alike ... |
| | | | ... Victoria-based firm as part of a growth push. Apt Wealth Partners has announced it has merged with Unified Financial Services, led by Michelle Tate-Lovery, as part of its growth strategy. Apt Wealth Partners currently has $2 billion in client funds with ... |
| | | | ... Management and its subsidiaries Cornerstone Real Estate Advisers, and Wood Creek Capital Management and Baring Asset Management unified the Barings name. |
| | | | ... advisers. NEO managing director Mark Edman will move into the group chief operating officer role. "This acquisition allows a unified and streamlined approach to provide consumers an accessible personalised service. The use of the fintech will assist ... |
| | | | ... as their primary platform, utilising our unique blend of superior reporting and rebalancing capabilities, to provide a unified experience across model portfolios, bespoke portfolios and non-custodial holdings," Ohanessian said in ASX filings yesterday. ... |
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