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Showing 1261 - 1270 of 4966 results for "Practice"

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... Millennium 3 and Financial Services Partners. Mantineo has also served as a business growth manager at ANZ Wealth and a senior practice development manager at Financial Wisdom. In his new role, Mantineo will be responsible for adviser recruitment at ...

Multi-boutique launches farmland fund

JAMIE WILLIAMSON  |  TUESDAY, 13 APR 2021
... long-term capital growth of the underlying assets," Warakirri said. "The fund will utilise Warakirri's Sustainable Best Practice framework, including strategies to reduce energy use and carbon emissions and improve water efficiency and biodiversity." ...

Junk insurance lands Westpac in court

KARREN VERGARA  |  THURSDAY, 8 APR 2021
ASIC is taking Westpac to the Federal Court, alleging it sold junk credit insurance to 384 customers that did not want it and whose accounts were unlawfully debited to pay for the premiums. The corporate regulator has exposed dodgy sales of add-on insurance ...

Research reveals true value of advice

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... must commit to supporting and helping advisers deliver advice to clients in an efficient way that not only makes advice practice businesses valuable and sustainable, but also helps to remove perceived barriers to seeking advice and makes advice more ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... market. Intelliflo announced in March that it combined five of its fintech businesses, namely in financial planning and practice management, portfolio management solutions, digital advisory and managed services. The UK-based firm supports over 30,000 ...

Multiples paid for client books dip

KARREN VERGARA  |  WEDNESDAY, 31 MAR 2021
How much financial advisers can expect to sell a book of investment and superannuation clients for has decreased over the last two years, according to a new valuation report. Radar Results has released its March 2021 price guide, highlighting a downward ...

Synchron appoints Queensland manager

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
Dealer group Synchron has a new state manager for Queensland. Ben Donohue steps into the role, joining from Challenger where he was a business development manager. "Ben began working in financial services in 2005 and was most recently a business development ...

Clime revamps strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
Clime has made progress on what it calls "project streamline" - a simplification of its operations focused on cost reduction. "Today we are pleased to announce that project streamline is no longer a project, but already part of our operating rhythm," ...

Advice association chief steps down

JAMIE WILLIAMSON  |  THURSDAY, 25 MAR 2021
... team for continuing to deliver outcomes that any large team would be proud of; our volunteer brigade of Communities of Practice, for continuing to build the AFA Community; our AFA Partners for their unwavering support for advice, and of course, our AFA ...

Westpac considering NZ demerger

ANNABELLE DICKSON  |  THURSDAY, 25 MAR 2021
Westpac has revealed it is in the early stages of reviewing the feasibility of its 160-year-old New Zealand division as capital requirements ramp up. Westpac noted the NZ business continues to perform well but the regulatory requirements in New Zealand ...