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| | | ... retirees. Available in November, Discover joins HUB24's current stable of Choice and Core investment menus, providing advisers with a selection of managed portfolios. Also from next month, HUB24 will reduce percentage-based tiered administration fees ... |
| | | | ... founded by Peter Tucker and John O'Neill in 1989. Under the acquisition, all its team, comprised of 20 employees and advisers, will transition to PSK. Tucker, who will retire following the deal, said PSK is the right home for its staff and clients. ... |
| | | | ... meet their members' needs in retirement. "We're making great progress in ensuring it's easier for customers, clients and advisers to do business with us," he said. Finally, Challenger officially launched its fixed term annuities on the Netwealth platform ... |
| | | | ... advisory team in New South Wales for four years to 2015, he launched Latch Social, a social media service for financial advisers. Back then, compliance demands made advisers fearful of using social media and consequently, many missed out on high client ... |
| | | | ... Victoria rejected Escala's application for interlocutory injunctions regarding the departure of its former investment advisers and partners Paul Sealey and Jonathan Vickers-Willis. The case set in motion when investment adviser William Allen tendered ... |
| | | | ... most affluent investors are increasing their access to a growing range of reporting tools, providing an opportunity for advisers to improve their services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth (HNW) ... |
| | | | ... profession. Vying for the title of FAAA Certified Financial Planner Professional of the Year is Hamish Landreth of Prosperity Advisers Group; Martin McGrath of Financial Edge Group; and Bianca Musico of Warr Hunt. Meanwhile, Burcheart's Sacha Burchgart ... |
| | | | ... services Millennials out of South Yarra, joins Beaumaris-based Vista. The group now employs 20, comprising five financial advisers, a mortgage broker, and 14 support staff. Vista managing director Tyson Roberts told Financial Standard that the group ... |
| | | | ... make him a valuable addition to the team." Fernley highlighted that Macri will also play an important role in helping advisers evaluate and implement strategic portfolios that aim to enhance investor outcomes. Macri said he is excited to join Mason Stevens ... |
| | | | Five female advisers have received $2000 each from the Council of Australian Life Insurers (CALI) as it looks to boost the number of women in risk advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum ... |
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