Search ResultsShowing 1 - 10 of 100+ results for "Financial Advice"
Dealer group ditches grandfathered commissions
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 ...
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 ...
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 ...
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 ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... non-institutional licensees. The data demonstrates the increasingly fragmented nature of Australia's financial advice landscape; smaller groups are the fastest growing while bigger groups contract or exit wealth entirely. For example, AMP ...
FPA, AFA partner on life insurance
KANIKA SOOD  |  FRIDAY, 14 JUN 2019
The key financial advice associations have teamed up for a life insurance taskforce as the industry inches towards ASIC's review of the life insurance framework slated for 2021. The Financial Planning Association of Australia and the ...
CBA sells advice dealer group
JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
Commonwealth Bank is offloading its financial advice subsidiary, Count Financial. The group announced this morning is has entered into an agreement to sell the dealer group to CountPlus for $2.5 million. It will also, over time, sell its 35.9% ...
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