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Showing 101 - 110 of 264 results for "Advice Group"

Madison advisers loyal amid sale

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... prospective buyers a closer look at the advice group's numbers on behalf of OneVue. Madison's sale includes the advice group, but also three other businesses WealthPortal, AdviceNet and ProActive Portfolios. The three companies cover wealth management ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
The government's plan to implement recommendations from the Royal Commission has been met with concern and criticism from financial advice industry groups. Both the Association of Financial Advisers and The Advisers Association have lashed out at ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... general manager Brett Mennie has joined HUB24 as the platform's head of managed portfolios, after a short stint at the advice group. Mennie joined the platform last month, and has wasted little time getting to work, securing the exclusive launch of Milliman's ...

ANZ Australia risk chief exits

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2020
The chief risk officer that fronted the Royal Commission on behalf of ANZ Wealth has resigned from the bank. A spokesperson for ANZ has confirmed the resignation of Kylie Rixon, effective immediately. Rixon was chief risk officer of ANZ Wealth from ...

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
An ASX-listed platform provider has won a mandate from a Melbourne-based private wealth management firm. Wattle Partners Private Wealth Managers has selected Powerwrap to provide its clients with platform administration and reporting services as well ...

Advice group appoints director

ALLY SELBY  |  TUESDAY, 17 DEC 2019
A financial advice group has appointed a new independent director, in a bid to grow the company in the current uncertain environment. Alexander Beard has been appointed as an independent non-executive director at Centrepoint Alliance, joining the group ...

Elders FP to shutter

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... Payne. In October it was confirmed the IOOF-aligned dealer group was in discussions over its future. As a small-scale advice group, the company said it was difficult to generate the income required to cover increasing compliance costs. "EFP has conducted ...

New advice groups detrimental to consumers

HARRISON WORLEY  |  MONDAY, 18 NOV 2019
The co-founder of iPac Securities believes the issues that saw the big banks exit wealth management will pale in significance to future failures he expects will come as a result of "fringe" advice groups. Appearing at the ASFA Conference in Melbourne ...

Advice group chief executive to depart

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
The long-serving chief executive of a boutique financial advice group will exit the business next month. Profile Financial Services has confirmed the resignation of its chief executive Sarah Abood. Abood first took leadership of the privately-owned ...

Growing advice group in commissions fight

ELIZABETH MCARTHUR  |  THURSDAY, 24 OCT 2019
A relatively new advice association has picked up members at a rapid pace as it takes up the fight to retain life insurance commissions. The United Financial Advisers Association (UFAA) now has over 4000 members after launching just a few months ago. ...