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Showing 111 - 120 of 190 results for "Adviser numbers"

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
... remain unchanged; however regional, senior and operations managers will be impacted to reflect the reduction in adviser numbers. The number of support roles within the business will also be reduced. BT Advice has commenced a consultation period with ...

AFA gets an audience with O'Dwyer

HARRISON WORLEY  |  FRIDAY, 10 AUG 2018
... approach needed to be sensible, saying the "whole process needs to be about raising standards, not about reducing adviser numbers." Separately, the association said last month the ongoing debate around the removal of grandfathered commissions was an ...

RECAP: Advice in the Royal Commission spotlight (Days 1 - 3)

KANIKA SOOD  |  THURSDAY, 19 APR 2018
... her testimony. Senior Counsel Assisting Michael Hodge pursued a line of questioning that revealed CBA slashed adviser numbers even as it grew its client base.The bank took two years to notify ASIC that its financial advisers were failing to meet ongoing ...

Royal Commission latest: CBA doing more with fewer advisers

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... ASIC its financial advisers were failing to meet ongoing service obligations - all during a time when it slashed adviser numbers and doubled its client base. This is according to CBA executive general manager of the private banking division Marianne ...

Insto licensees still bleeding talent

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
... non-institutional licensees increased by 11.9% in the 12 months to December 2017, while institutionally-owned licensees saw adviser numbers fall by 4.4%. A new Rainmaker report explains that the number of registered advisers in its research scope increased ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... acquisitions and a restructure of its operations. Sequoia Wealth Group saw revenue jump 39% to $3.9 million, while adviser numbers rose 15% on the prior corresponding period. The division comprises financial planning, wealth management and corporate ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... NSW and $2 million in turnover. While also working in his own advice business, Del Grande had grown Synchron's adviser numbers in NSW to 85 and turnover to $11 million as at February 2018. "That's a success by any measure," Trapnell said. Wallis said ...

Financial Standard's top stories of 2017

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... The acquisitions will position IOOF as the second largest advice business in Australia by funds under advice and adviser numbers. 10. Perpetual chief executive resigns (20 November) The chief executive and managing director of Perpetual will resign after ...

ANZ sells life insurance business for $2.85 billion

ALEX BURKE  |  TUESDAY, 12 DEC 2017
... acquisitions will position it to be the second largest advice business in Australia by funds under advice and adviser numbers.

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... acquisitions will position it to be the second largest advice business in Australia by funds under advice and adviser numbers. IOOF managing director Christopher Kelaher said: "We have a proven track record in realising significant synergies from acquisitions. ...