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Showing 1231 - 1240 of 4380 results for "Financial advice"

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 ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... now be on enhancing our offering and growing our client base to ensure more people are receiving best in class financial advice," she said.

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... chief investment officer Lachlan Hughes said Poole's broad knowledge of the industry and his understanding of financial advice and product solutions will help build the business. Hughes established Swell AM in 2014, offering the Swell Global Portfolio ...

Rest hires from QSuper

KANIKA SOOD  |  MONDAY, 31 MAY 2021
... investment and workplace superannuation teams. It recently also launched a low-cost SRI investment option and took financial advice in-house.

CountPlus acquires tech solution

ELIZABETH MCARTHUR  |  MONDAY, 31 MAY 2021
... strategy. "We speak openly about the need for a strong financial position to navigate the current dislocation in financial advice, and we understand our strong financial position provides certainty and stability to our member firm network and clients ...

Rest hires from AustralianSuper, Hostplus

KANIKA SOOD  |  FRIDAY, 28 MAY 2021
... inaugural chief investment officer last year. It recently also launched a low-cost SRI investment option and took financial advice in-house.

Sydney digital adviser wins UK client

KANIKA SOOD  |  FRIDAY, 28 MAY 2021
... Caldicott said. "There is no doubt that there is a large population of investors who would benefit greatly from financial advice but they perceive it to be inaccessible and too costly. This is at the root of the advice gap and something we are fully ...

Last day to vote in MAX Awards

ELIZABETH MCARTHUR  |  FRIDAY, 28 MAY 2021
... 'Flourish' Suncorp - Bank of the Year MARKETING CAMPAIGN OF THE YEAR - CONSUMER NGS Super - NGS onboarding program ANZ Financial Advice - Financial advice as unique as you Budget Direct - Insurance Solved Fidelity - 'Flourish' La Trobe ...

Link moves to streamline super fund advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 MAY 2021
Link Group has a new technology partnership aimed at streamlining financial advice for superannuation fund members. Link will combine its services with personal financial management tool Moneysoft for a new offering will be available to all super funds ...

AMP sued for charging dead clients

JAMIE WILLIAMSON  |  THURSDAY, 27 MAY 2021
... Federal Court action against AMP for allegedly charging more than 2000 deceased clients insurance premiums and financial advice fees after being notified of their death. The action relates to five companies that are or were subsidiaries of AMP between ...