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Showing 141 - 150 of 532 results for "Advice firm"

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
The ASX-listed advice and accounting group has announced its member firm Kidmans Partners Wealth is acquiring the financial advice services of another member firm. Kidmans will pay $290,000 to Colgin Financial Services with $150,000 paid on completion ...

Dealer group offers new fee structure

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
A dealer group is offering a new fee structure for financial advisers who choose to work part-time. Centrepoint Alliance has launched a new flexible fee model, available to financial advice firms with more than one authorised representative. For advisers ...

Advisers to go forth with claims handling

ANNABELLE DICKSON  |  MONDAY, 26 APR 2021
The Association of Financial Advisers (AFA) has welcomed the government's regulation that will exempt advisers from varying their AFSL to provide claims handling, following a submission outlining issues. The government passed Financial Sector Reform ...

Delay breach reporting law: AFA

KARREN VERGARA  |  FRIDAY, 16 APR 2021
The Association of Financial Advisers wants to defer the proposed self-reporting of breaches regime amid concerns it will be impossible for small financial advice firms to comply with. The AFA outlined its concerns about Commissioner Kenneth Hayne's ...

Atlas Wealth launches mortgage brokerage

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
... home during the pandemic last year which also added to the demand for this kind of service." Since August 2020, the advice firm has seen many try to jump into the property market. Atlas managing director for the EMEA region Brett Evans said: "Over the ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
Praemium has appointed two to its distribution team as it continues to build momentum on the back of acquiring Powerwrap. Shane Muscat was appointed head of strategic sales in March, while Dale Wright joins as senior business development manager. Muscat ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
Three former MLC firms are joining Count Financial, as its network of financial advice businesses continues to expand. It comes after four former IOOF firms joined Count on March 17. The three former MLC firms joining Count are: Sapphire Coast Financial ...

Synchron appoints Queensland manager

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
Dealer group Synchron has a new state manager for Queensland. Ben Donohue steps into the role, joining from Challenger where he was a business development manager. "Ben began working in financial services in 2005 and was most recently a business development ...

HUB24 hits fund managers with higher fees

KANIKA SOOD  |  FRIDAY, 19 MAR 2021
... harder for them to process rebated. "They know we are captive because we obviously want a relationship with a financial advice firm that is investing in our funds. Sure we can be on the platform [if opting out of reporting fee], but we want to service ...