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Showing 101 - 110 of 267 results for "Advice group"

Advice group research head departs

HARRISON WORLEY | FRIDAY, 1 MAY 2020

The head of research at a major financial advice group has jumped ship, and is set to head up investments in AMP's superannuation trustee office. Miriam Herold is leaving Centrepoint Alliance, as the advice group's research leadership is re-shuffled ...

Not buy time yet: Lonsec

KANIKA SOOD | THURSDAY, 2 APR 2020

Lonsec's chief investment officer says valuations look way cheaper than a month ago, but he's not hitting buy just yet for its $600 million managed accounts asset pool. Lonsec's managed accounts have about $600 million in assets under management and ...

Former ANZ adviser banned

ELIZA BAVIN | TUESDAY, 24 MAR 2020

... regulator said it had been surveilling Anthony Hilsley's activities when he was an authorised representative of RI Advice Group, owned at that time by ANZ. Hilsley was most recently an authorised representative of Fiducian Financial Services.?? ASIC ...

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 ...

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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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