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Showing 91 - 100 of 267 results for "Advice group"

Advice group partners with insurance broker

KANIKA SOOD | THURSDAY, 3 DEC 2020

Advice and accounting group Kelly+Partners has partnered with Austbrokers to exchange expertise, including life insurance broking. The two ASX-listed companies will set up a new operation called Austbrokers Kelly+Partners which will be owned 50% by ...

Fiducian looks to gain from change

ELIZA BAVIN | THURSDAY, 12 NOV 2020

The ASX-listed financial advice group has said it expects ongoing change in the industry to enhance its opportunities to acquire new businesses, as it considers a pipeline of growth prospects. In an update to the ASX, Fiducian said a number of established ...

Dealer group chief departs

ELIZABETH MCARTHUR | WEDNESDAY, 11 NOV 2020

... of the month. The move comes after Milennium3, Lonsdale and IOOF Alliances were brought together as an integrated advice group to be led by former Milennium3 chief executive Helen Blackford. At the time the restructure was announced, IOOF could not confirm ...

ANZ advisers launch advice boutique

KANIKA SOOD | WEDNESDAY, 2 SEP 2020

Four former staff of ANZ's financial planning business have started a new advice firm in Melbourne. Park Lane Advice Group in Melbourne's Cheltenham suburb is licensed via IOOF-owned Millennium 3 Financial Services. It was founded by Evguenia Rutkowski ...

Advice group flees MLC after IOOF takeover

ANNABELLE DICKSON | TUESDAY, 1 SEP 2020

HFM & Partners has made the decision to change its Australian financial services licence from MLC-owned GWM Adviser Services in light of the acquisition by IOOF. The announcement by IOOF to acquire MLC's advice business will see the creation of ...

Model portfolio growth up 70%

ELIZA BAVIN | MONDAY, 6 JUL 2020

Australia's model portfolio landscape is growing at a rapid rate, with the number of models available on managed accounts up 70% per annum, according to Rainmaker Information. Rainmaker research found over the last four years, the number of model portfolios ...

CountPlus firm buys back equity

KANIKA SOOD | THURSDAY, 2 JUL 2020

A CountPlus member firm has bought back 38% of its equity from the ASX-listed advice group for $1.10 million and separately, has acquired share of fees. Twomeys, which services clients in regional New South Wales towns, paid $1.1 million cash to CountPlus ...

Advice group acquires software business

ALLY SELBY | TUESDAY, 2 JUN 2020

The buyer of Chant West's financial planning software business Enzumo has been revealed, with an ASX-listed dealer group set to fork out $1.5 million for the business. Centrepoint Alliance will acquire Enzumo from Chant West, in a move that chief executive ...

Former UBS Wealth exec joins Centrepoint

HARRISON WORLEY | FRIDAY, 22 MAY 2020

... the c-suite at Centrepoint Alliance. Brendon Glass has been appointed chief financial officer of major financial advice group Centrepoint Alliance, fresh off a set of interim advisory roles in ASX-listed firms covering precious metals, horse racing and ...

Netwealth, Ironbark partner

ELIZA BAVIN | THURSDAY, 7 MAY 2020

Netwealth and Ironbark Asset Management have entered into a partnership to deliver managed account solutions to financial advice groups. Netwealth has launched a new managed account solution with Ironbark to provide private label managed account managers ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI | 12:01PM

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI | 11:30AM

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI | 12:13PM

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI | 11:50AM

Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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