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Showing 121 - 130 of 829 results for "Advice Business"

Centrepoint Alliance chair resigns after four months

CHLOE WALKER  |  THURSDAY, 11 JAN 2024
... Centrepoint during Swanson's time as director and chair. "The successful acquisition and integration of the ClearView Advice business as well as Financial Advice Matters sets a solid foundation for the future growth of Centrepoint," Chmiel said. "During ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... organic growth and mergers and acquisitions. It cited the recent acquisition of Australian Unity's Financial Advice business by AZ NGA-backed Nestworth Financial Strategists in partnership with Fortnum Private Wealth. Barrett said the Australian ...

AMP selects new chief technology officer

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... pay $100 million - an amount double what it initially provisioned. "This is an important step forward for our Advice business and for AMP more broadly, as it allows us to put this legacy matter behind us, which has impacted relationships with our valued ...

AMP to pay $100m to settle BOLR class action

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... what this is about." Also commenting on the settlement, George said: "This is an important step forward for our Advice business and for AMP more broadly, as it allows us to put this legacy matter behind us, which has impacted relationships with our valued ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
WT Financial Group (WTL) will acquire Millennium3 Financial Services (M3) from Insignia Financial for $2 million. Under the deal, M3's 140 wealth and personal risk insurance advisers, operating in more than 75 privately owned practices across the ...

ClearView offloads chunk of Centrepoint Alliance stake

CASSANDRA BALDINI  |  FRIDAY, 17 NOV 2023
COG Financial Services has taken over part of ClearView's stake in Centrepoint Alliance (CAF) for $13 million. After dumping its bid for Diverger on Wednesday, COG has purchased approximately 39.56 million CAF shares at 33 cents per share from the ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... bonds unit to Australian Unity's Lifeplan Friendly Society. This was soon followed by plans to transform the advice business, consolidating all self-employed licensees into one brand to be owned by the advisers via a new equity model, while Godrey ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
Launching in late October, Source Wealth will provide flexible, goals-based advice backed by technology. Source Wealth founder Michael Sauer brings nearly a decade of experience in financial services to the firm, having served at Tribeca Financial ...