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Showing 131 - 140 of 264 results for "Advice Group"

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
About one-in-three financial advisers aligned with some of Australia's largest institutions are female but women still represent less than one quarter of all advisers. Latest insight from Rainmaker shows the gender diversity of Australia's financial ...

Advice group continues education standards preparation

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
A financial advice dealer group has awarded its latest education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference ...

AAT overrides adviser ban

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... records. Hailing from Lower Chittering, Western Australia, Hutchison was a former authorised representative of RI Advice Group, which is owned by OnePath. He was also a director of advice firm WAWM Investment Holdings. Between 14 May 2007 and 30 November ...

Life insurers admit to misconduct: Royal Commission

HARRISON WORLEY  |  MONDAY, 10 SEP 2018
This morning the Royal Commission heard about instances of misconduct in the life insurance industry and where conduct fell below community standards and expectations. Opening the sixth round of Royal Commission hearings, counsel assisting Rowena Orr ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
OneVue is partnering with Mercer and a boutique financial advice group for a new bespoke private label offering. The fund administrator and platform provider is leveraging Mercer's asset consulting expertise to create Nextplan Wealth Management for ...

Lose grandfathered commissions, lose business: MLC

KARREN VERGARA AND JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
The financial services Royal Commission questioned if MLC's decision to stick with grandfathered arrangements was in the best interest of members following a large consolidation of superannuation funds that provided an opportunity to remove them. ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... announced it will deliver both a managed portfolio solution and a new administration solution to a boutique financial advice group Fitzpatricks Private Wealth. Fitzpatricks group managing director John McMurdo said HUB24 built a tailored solution that ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
A boutique financial advice group appointed three senior leaders to further support its growing adviser network, including a newly-created head of adviser experience role. In announcing the hires, Fitzpatricks Group said the appointments will significantly ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
HUB24 will deliver both a managed portfolio solution and a new administration solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution ...

Zenith hires former asset management chief

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
Zenith Investment Partners appointed the former chief executive of an Australian equities fund manager as its national sales manager. David Parr joins Zenith at a time the investment research firm is broadening its managed accounts capabilities, on ...