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Showing 141 - 150 of 221 results for "New Adviser"

Australian Unity acquires three new practices

ALEX BURKE  |  THURSDAY, 3 DEC 2015
Australian Unity Personal Financial Services has acquired three new adviser practices. This brings the total number of practices under the Australian Unity brand to 102, comprising 185 advisers and 24 mortgage brokers. Australian Unity Personal Financial ...

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
HUB24 will provide investment and superannuation platform services to an independent dealer group with more than 100 advisers and about $3.4 billion in funds under advice. Fortnum Financial Group's 34 advice practices will gain access to HUB24's white ...

Kylie George wins AFA Rising Star Award

MARK SMITH  |  MONDAY, 26 OCT 2015
Kylie George of Harvest Wealth has been named the 2015 AFA Rising Star. The AFA Rising Star of the Year Award, supported by ANZ Wealth, recognises exceptional new advisers who provide quality financial advice, demonstrate a commitment to education and ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
The Association of Financial Advisers and ANZ Wealth have announced the finalists for its 2015 Rising Star award. Peel Wealth Financial Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' ...

More Macquarie advisers flock to Shaw

ALEX BURKE  |  MONDAY, 21 SEP 2015
Shaw and Partners (Shaw) has appointed five more Macquarie veterans just weeks after the private wealth firm hired three others from the financial services giant. Former Macquarie Private Wealth Victorian state manager Malcolm Cameron has taken on the ...

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
Fortnum Financial Group has restructured its financial planning business and appointed four executives from IOOF-owned Shadforth Financial Group, Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. As part of the restructure, Fortnum ...

HUB24 doubled FUA in 2014

LAURA MILLAN  |  WEDNESDAY, 8 JUL 2015
HUB24's investment and superannuation platform doubled its funds under administration during the year to June 30, 2015. Funds under administration were $1.7 billion, up 100% from the year before and 14% more than the previous quarter. The platform also ...

Institutions and independents tackling risk reforms

ALEX BURKE  |  THURSDAY, 30 APR 2015
AMP has announced reductions in upfront commissions for licensed advisers on all life insurance policies, adopting a hybrid commission structure. At the same time, members of Australia's largest independent adviser network, Centrepoint Alliance, have ...

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
The recommended restrictions and levelling of commission levels and upfront payments in the FSI and Trowbridge reports could drive independent advisers completely out of business, according to ClearView's FSI submission. The submission suggested that ...

AMP's Hillross crowns best advisers

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
AMP-owned financial planning firm Hillross has handed out its Adviser of the Year, New Adviser of the Year and Firm of the Year awards at a ceremony this week. Sydney planner David Kennedy was crowned Adviser of the Year for his ability to "set meaningful ...