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Showing 1261 - 1270 of 4380 results for "Financial advice"

CountPlus firm finalises merger

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
... strategy for our national network of accounting and advice firms." The merger comes after Cooper Reeves acquired the financial advice services of CBD Wealth in October last year for $600,000 with an initial payment on completion and the balance dependent ...

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... paraplanning services mainly on Statement of Advice preparation for financial advisers. Over his experience in financial advice, Topham saw problems with collecting and presenting "data-heavy tables in an SoA." "The quality of our data is second to none ...

ASIC not recommending general advice change

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
... Court in February, confirming that Westpac Securities Administration and BT Funds Management did provide personal financial advice in calls made to 14 customers regarding their superannuation. The research findings have been handed on to the government ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... advice. StrategyOne managing director Virginia Heyer said the clean licensee model and commitment to the future of financial advice at Count were the reasons for the firm choosing the licensee. "The fact that Count Financial is not owned by a retail ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... Purcell. Crestone said these appointments reaffirm its commitment to the provision of high quality, professional financial advice services to high-net-worth and ultra-high-net-worth individuals and families. Crestone chief executive Michael Chisholm ...

ClearView appoints head of life strategy

KANIKA SOOD  |  MONDAY, 3 MAY 2021
... $13.1 million for the December half. Of this, $12.4 million came from life insurance, while wealth management and financial advice made small contributions of $0.6 million and $0.8 million each. It said it is currently on a multi-year transformation ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... internationally. "An accomplished senior executive with diverse experience in digital platforms, SaaS, fintech, financial advice, sales and corporate strategy, we are confident Steve's appointment will strengthen our existing capabilities and experience ...

Advice group chief executive exits

KANIKA SOOD  |  FRIDAY, 30 APR 2021
The chief executive of an ASX-listed financial advice group is set to leave the company. Angus Benbow has led Centrepoint Alliance since 2018. He will leave the company on May 28. Centrepoint did not ascribe a reason to the departure in its ASX filings. ...

OpenMarkets hires, acquires, preps for IPO

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... large amount of this volume has come through OMG. This record growth is driving a record need for affordable financial advice that educates investors on lowering risk and generating better returns," he said. "However, larger advice providers like banks ...

Outflows continue at IOOF

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... billion uplift from market movements. Three of its four main business lines were in net outflows in the quarter: financial advice (net outflows of $1.4 billion), investment management (net outflows of $507 million) and pensions and investments (net outflows ...