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Showing 1021 - 1030 of 4386 results for "Financial Advice"

Iress restructures investment management, advice roles

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
Iress has made two senior roles in investment management and financial advice redundant amid a restructure and hired two new executives who came from AMP and a fintech. Managing director for wealth management for Australia and New Zealand Tizzy Vigilante ...

Integrity Life grows distribution team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... Victoria, and Queensland and the second being hybrid and virtual business development managers who can support financial advice partners nationally. Andrew Dowsing joins as head of retail partnerships. He joins from MLC Life, where he was head of retail ...

Aware Super advice arm to pay $20m fine

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
The industry super fund's financial advice subsidiary has been hit with a $20 million penalty for charging over 25,000 customers more than $50 million in fees for no service. Between 21 August 2014 and 30 June 2018, Aware Financial Services, formerly ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
Infocus added four new financial advice firms to the fold, including welcoming Victoria Devine's Zella Wealth. The non-aligned dealer group also brought to its network Toowoomba-based Healy Financial led by Matthew Healy; Shiva Saberi's Timeless ...

The Advisers Association appoints chair

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
... Bill Beimers as its new chair. Beimers is the founder and managing director of SEQ Advice, a Queensland-based financial advice and services practice. Beimers has served on the TAA board as vice chair since 2020 and was also a board member of TAA's ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... adviser focussed services and mission." Crole added that Sequoia will continue to seek acquisition opportunities of financial advice and wealth management businesses that are cashflow positive, profitable, and merging them into the group. "Sequoia's ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... ran her own consultancy Fusion Practice Solutions, a project management and administration support services to financial advice firms. Prior to launching her business, she worked at AIA for nearly six years in client development roles, and worked at ...

Skill shortages hitting advice firms hard

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
The financial advice sector is facing a shortage of skills, forcing firms to change how they do things to attract talent. Profusion divisional director Chris Gordon said he has observed a skilled staff shortage in advice, particularly for client service ...

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... said the passage of the Retirement Income Covenant legislation yesterday calls for stronger impartial, quality financial advice provided on retirement options and products. "To make the most of this, Australians will need to be better supported to navigate ...

Drummond Capital names strategic growth lead

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... business with an exceptional client value proposition - delivering institutional investment management to the financial advice market." "Witnessing the enormous pressure that advisers have faced in recent years, has motivated me to be part of the solution ...