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Showing 1201 - 1210 of 4964 results for "Practice"

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
Australian Wealth Solutions has bowed out of its licence with Garvan Financial Planning after it folded into IOOF and moved across to ASVW Financial Services. AWS attributed the move as part of its long-term strategy to address the needs of clients ...

ClearView risk chief joins IOOF

ELIZABETH MCARTHUR  |  FRIDAY, 18 JUN 2021
IOOF has appointed ClearView's chief risk officer to a newly created role, with ClearView nabbing the former chief of risk for Commonwealth Bank's wealth management arm. A spokesperson has confirmed Orla Cowan departed ClearView after about 18 months ...

Verve Super launches gender diversity index

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
Verve Super has launched a gender diversity index and will subsequently change how it allocates members' funds based on how Australian companies perform against the index. The Verve Gender Equality Index selects public Australian companies that ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... stack has become a hot topic in financial planning, as licensees and advisory firms look to technology to help drive practice efficiencies and client satisfaction and manage the mounting compliance burden. While there isn't a silver bullet, iFactFind ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
An ASX-listed financial services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books. WT Financial Group (WTL) announced today that upon completing the takeover, it will have some 275 financial advisers ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
Interprac Securities is set to fully acquire two financial advice practices located in Melbourne and Hobart. Interprac Securities will acquire Hobart-based FF Planning Solutions and Melbourne-based SFG Financial Services (not to be confused with Shadforth) ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's ...

Life Code Compliance Committee chair named

ANNABELLE DICKSON  |  TUESDAY, 8 JUN 2021
... established in 2017 and is the independent body responsible for overseeing compliance with the FSC Life Insurance Code of Practice. It is the industry's first consumer facing code designed to promote high standards of service and provide a benchmark ...

Concern for consumers ahead of YFYS

ELIZABETH MCARTHUR  |  MONDAY, 7 JUN 2021
... total and permanent disability (TPD) and life insurance policies are industry or employer specific," Slater and Gordon practice group leader Sarah Snowden said. "A policy may exclude jobs deemed as hazardous based on working conditions or offer benefits ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
The head of advice at Madison Financial Group has been promoted to general manager in a newly created role. Jaime Johns takes on the new role after leading the advice unit for two years. She joined the group as national manager of advice and business ...