Search ResultsShowing 1 - 10 of 100+ results for "Advice"
Dealer group transitions to fee-based model
KARREN VERGARA  |  TUESDAY, 25 JUN 2019
... of its network to a fee-for-service model. ASX-listed Centrepoint Alliance moved 200 out of 226 of its financial advice firms to a new "transparent pricing arrangement" effective July 1. The new service offering, which was launched in March ...
Self-licensing trend boosts ClearView offering
ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
ClearView's LaVista Licensee Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan ...
IOOF names new chief executive
HARRISON WORLEY  |  TUESDAY, 25 JUN 2019
... in leading IOOF through a series of forward thinking, strategic initiatives. These include the development of our advice-led strategy; the introduction of our ClientFirst transformation, which began in 2015; and establishing our Advice Academy ...
Westpac appoints remediation lead
JAMIE WILLIAMSON  |  MONDAY, 24 JUN 2019
... roles being made redundant at BT Financial Group swirl. The news follows Westpac's decision to exit personal financial advice earlier this year. Banking Day is reporting the group is set to initiate a major redundancy program across BT Financial ...
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... on becoming a simpler, better bank, we are currently reviewing a number of options for CommSec's retail financial advice business, CommSec Advisory, including a possible sale. As this process is incomplete, it would be inappropriate for us to ...
Advice associations meet new minister
HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
The two key financial advice associations have met with the government's new superannuation and financial services lead for the first time. The Financial Planning Association of Australia and the Association of Financial Advisers together met with ...
Frontier adds consultant from WTW
ELIZABETH MCARTHUR  |  THURSDAY, 20 JUN 2019
... of Actuaries. Newfield joins Frontier at a time when the firm is growing in terms of staff, clients and funds under advice. Frontier said increasing fund consolidation and shifting investor/adviser relationships Newfield's profile and reputation ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
A financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was ...
MetLife appoints new distribution lead
ELIZABETH MCARTHUR  |  WEDNESDAY, 19 JUN 2019
... MLC executive will now lead MetLife's distribution capabilities. Former Sunsuper executive general manager, growth, advice and marketing Michael Mulholland has been named chief distribution officer at the life insurer. Mulholland departed ...
Retiree savings won't last: World Economic Forum
HARRISON WORLEY  |  MONDAY, 17 JUN 2019
... retirement savings, that liquidity comes at a cost. Although they require adequate understanding and sound financial advice, investment in alternative assets, particularly illiquid assets, can bring strong diversification benefits to a retirement ...
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