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Showing 51 - 60 of 324 results for "advice"

CBA slashes oil and gas financing

KARREN VERGARA  |  FRIDAY, 15 AUG 2025  |  NEWS
... $52 million for remediation purposes as it finalises various class actions, including those related to superannuation and advice. CBA said the group is still defending two superannuation class actions brought against it. The first is a class action filed ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025  |  NEWS
... sector. In this role, Trusler will be responsible for overseeing investment strategy, governance, and general investment advice for clients. With more than 20 years industry experience under her belt, Trusler has held senior roles across asset management ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025  |  NEWS
... that of the 15,000-plus registered financial advisers, only 12,000 are client-facing to service approximately 12 million advice-ready Australians. The sector needs to move from an industry average ratio of 1 adviser to 141 clients, which is the current ...

AMP appoints sales lead for North

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025  |  NEWS
... support for advisers across the country. Harry Georges has stepped into the role, bringing over 20 years of experience across advice, insurance, and platform distribution. Georges has led national and state-based sales teams at several organisations ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025  |  NEWS
... 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 ...

VFMC farewells asset allocation lead

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025  |  NEWS
... asset allocation team. His responsibilities at Frontier included providing analytical support to clients, asset allocation advice, and investment research. Prior to Frontier Advisors, he was with Fairfax Media as head of research and valuation analyst ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025  |  NEWS
... clarity to everything she does," Roga added. For his part, Burton arrives with over 25 years of leadership in financial advice, private banking, and wealth strategy. He joins from Lonsec where he was head of sales. Burton has held senior roles at MLC ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025  |  NEWS
... portfolio manager Tom Schubert said the firm continues to grow strongly and will expand the range of solutions it offers to advice practices. Schubert said the firm will be making several new hires over the next two months and is currently recruiting ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025  |  NEWS
... Magellan as head of retail distribution before a short stint at Prime Value Asset Management. "Mark's knowledge of the NSW advice market and asset consulting is a great asset to our team," the asset manager said. Both Dowling and Jordan both carry ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
... strategies team. He initially worked as an associate for Mercer Investment Consulting, specialising in investment analysis and advice. Meanwhile, also leaving is senior portfolio manager Andrew Morgan, who oversaw multi-asset class portfolios while crafting ...