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Showing 111 - 120 of 294 results for "Advice services"

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... joint venture between the two super funds which means they operate under the same trustee. The spokesperson said advice services for members have remained unchanged. Former Westpac-aligned dealer groups Securitor and Magnitude ceased during the period ...

Link Advice partners with $12bn super fund

HARRISON WORLEY  |  THURSDAY, 31 OCT 2019
Link Advice signed a deal to support the in-house telephone financial advice services of a $12 billion superannuation fund. Link Advice has partnered with LGIAsuper as the fund aims to meet increased demand for financial planning services. According ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... to TFS. "The separation of investment product from advice and the focus on non-conflicted, fee-based financial advice services is key to the strategic focus for CountPlus," CountPlus said in ASX filings on Friday. "The Countplus leadership team consider ...

Dealer group strengthens executive lineup

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... its leadership team. Centrepoint Alliance has appointed a new group executive of advice, and group executive of advice services and solutions. Paul Cullen has been named the group's new advice lead, effective July. He will replace Soula Cargakis ...

First State Super integrates advice, overhauls leadership

ELIZABETH MCARTHUR  |  THURSDAY, 18 APR 2019
... outcomes. Our new integrated structure will help us to continue to deliver and evolve our range of personalised advice services." As a result, the move will see StatePlus chief executive Graeme Arnott move into the role of deputy chief executive of First ...

Financial advice in 2030: What does it look like?

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
... intra-fund and other super fund-based advice offerings will have forced unaligned advisers to examine different advice services." "A greater delineation between transactional and ongoing advice will emerge, with more product-agnostic advice services ...

Sunsuper enhances online advice services

ELIZABETH MCARTHUR  |  MONDAY, 18 MAR 2019
One of Australia's largest superannuation funds has rolled out a new range of online services for financial advisers. By way of Adviser Online, Sunsuper said it is making it easier for its 2700 financial registered external advisers to do business by ...

ASIC scolds banks over fee-for-no-service delays

HARRISON WORLEY  |  MONDAY, 11 MAR 2019
... a variety of issues, but cited poor record keeping and the "legalistic" approach to the determination of what advice services institutions were required to provide. An example, ASIC said, was that some institutions had disputed ASIC's determination that ...

Centrepoint emerges from the red

KARREN VERGARA  |  MONDAY, 25 FEB 2019
... in Centrepoint's new business model and service, Benbow said. Centrepoint has two core businesses: licensee and advice services, and funds management and administration. It has a network of 469 financial planning firms. Benbow took over the reins in ...

VicSuper updates digital advice offering

HARRISON WORLEY  |  TUESDAY, 22 JAN 2019
... tool bolstered the fund's other financial advice offerings. "Beeline complements and strengthens our suite of advice services," Dundon said. "We saw the need for a simple, intuitive experience to help members easily set goals for their finances and track ...