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Showing 1421 - 1430 of 10441 results for "advice"

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... executive Blake Wood and co-founder Chris Dadej are now co-chief executives as Burridge vacates the top job. The financial advice and client engagement platform launched three years ago and has recently brought in backers from the US. Invest Blue and ...

Integrity Life to cease writing new retail policies

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... was just 16,038 advisers in Australia - down from 26,500 in 2019. While about 12,000 of these are authorised to provide advice on life insurance products, fewer than 4000 do. Integrity Life also cited the NMG Risk Distribution Monitor which shows the ...

Willis Towers Watson buys funds from advice group

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... acquired two managed investment schemes from Profile Financial Services, as the latter looks to focus its efforts on financial advice. The two multi-asset, multi-manager unitised schemes have been operated by Profile since their inception in April 2011 ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee which "highlights the smaller advice businesses now working with experienced asset consultants to develop portfolios that reflect their investment philosophy." ...

Insignia Financial promotes two key staffers

ELIZABETH FRY  |  MONDAY, 4 SEP 2023
... $191 million, down 15% on the previous year. The profit drop was the result of lower average funds under management and advice and repricing. Bottom line earnings were $51 million, up 39%, on gains made from the sale of Australian Executor Trustees to ...

Hostplus finalises merger with Maritime Super

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... retirement goals with Hostplus. We've upheld a strong focus on service to members and access to comprehensive financial advice which will carry forward with Hostplus," Robinson said. "For over 50 years, Maritime Super has supported workers and employers ...

K2 told to freeze distribution of fund

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2023
... condition which stated the product is only suitable for distribution to consumers who have received general financial product advice. ASIC considered the TMD fails to set out distribution conditions for direct-to-consumer distribution or distribution ...

Saxo APAC asset management lead exits

KARREN VERGARA  |  MONDAY, 4 SEP 2023
... others are run by Morningstar, Nasdaq, Brown Advisory and Macro FX. Prasad was previously the chief executive of Ignition Advice, a role he held for two years that was subsequently assumed by Craig Keary, who resigned this March. Prior to Ignition, Prasad ...

HUB24 unit Class hires ops manager

ELIZABETH FRY  |  FRIDAY, 1 SEP 2023
... Anderson as general manager of operations. Anderson joins from Centrepoint Alliance, where she served as group executive, advice services and solutions. Here, she oversaw strategy development and delivery of Centrepoint's service to a network of ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... Sequoia acquired Libertas in 2019, which at the time had 68 authorised representatives, in a bid to scale its financial advice offering. This was in exchange for 1.5 million fully paid ordinary shares at 22 cents each worth $330,000. In 2020, it issued ...