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Showing 71 - 80 of 321 results for "advice"

Green moves: CSIRO, Ethinvest, Social Enterprise Australia

ELIZABETH FRY  |  FRIDAY, 28 MAR 2025  |  NEWS
... at Bendigo Bank. Also leaving Ethinvest, Dave Rae also joins UNLESS as a co-founder. With over two decades in financial advice, Rae is a former director of RIAA. Board change at national science agency Meanwhile, Canberra has appointed Ming Long as chair ...

NAB Foundation launches Impact Investing Fund

JAMIE WILLIAMSON  |  FRIDAY, 28 MAR 2025  |  NEWS
... head of impact investing Ben Smith. "JBWere is the leading advisory firm in Australia, with more than $64 billion under advice. The NAB Foundation is one of hundreds of purpose driven organisations and families that we have the privilege of partnering ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025  |  NEWS
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025  |  NEWS
... additional high-quality consulting expertise. "His expertise further strengthens our ability to support wealth advisors, advice practices and family offices with tailored investment solutions. As JANA expands its presence in the wealth sector, we are ...

Frontier promotes staffers

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025  |  NEWS
... Rask Australia, an investment research and education company. Goh will primarily focus on equities research and consulting advice. At the same time, long-serving senior consultant Andrew Longmore will take on the role of deputy head of the firm's ...

Future IM/Pact expands partnerships, appoints chair

MATTHEW WAI  |  THURSDAY, 13 MAR 2025  |  NEWS
... collaborate with foundation private wealth partner LGT Crestone to support women and diverse talent to pursue careers in the advice sector. The founder of the initiative Yolanda Beattie sees an increasing need for advisers in the private wealth market ...

MLC Life explores new market

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... technology advancements indicate growth opportunities in non-advisor channels. "The backbone of individual business is the advice business but the funnel through the advisor has got narrower. In addition, people's buying patterns are changing. They're ...

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... driving growth in our core wealth management business and delivering exceptional value to our clients through world-class advice technology." Last month Iress added the former head of Count Financial to a newly created executive general manager position ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment advice to a range of non-profit and private clients across Australia. As part of his role he worked with clients to develop long-term ...

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... the appointment of Adam Philippe, who joins as distribution director to manage the fund's relationship with financial advice practices in regional Australia. Before joining GCQ, Philippe was chief operating officer at Roc Partners and spent thirteen ...