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Showing 1611 - 1620 of 13243 results for "Adviser"

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
ClearView's decision to target the life insurance market solely is paying off as it grows its in-force premiums during the 2023 financial year and new business pours in. ClearView's new business sales was driven solely by its ClearChoice products suite ...

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... increase on the previous corresponding period (PCP). The group said growth stemmed from $22.4 million in organic licensed adviser expansion and a $20.7 million contribution from the ClearView Advice acquisition. Centrepoint Alliance further reported ...

Munich Re targets AMP over alleged reinsurance misconduct

ANDREW MCKEAN  |  WEDNESDAY, 23 AUG 2023
... an ASX announcement, George said: "We have booked a $50 million provision in response to the judgment in the Financial Adviser Class Action. The process for the Court making orders from the judgment is ongoing and until finalised we won't make a ...

HUB24 profits surge 64%

CHLOE WALKER  |  TUESDAY, 22 AUG 2023
HUB24 has reported underlying net profits under tax of $58.8 million, up 64% from the year prior, and a 15% increase in the number of advisers on its books. Reporting to the ASX today, the platform has also had an underlying group EBITDA of $102.4 million ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
A former financial adviser who doubles as a comedian has had his assets frozen and been barred from leaving the country as the regulator investigates fees charged to client superannuation accounts. Last month, David Mario Valvo of Sydney was ordered ...

Platform comparison fintech launches

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
... Interest Duty by looing looks at clients' needs and values that goes beyond fees," he said. The first step for an adviser is to determine a client's needs and input this information in the application. "As an example, an adviser has a retiree ...

Financial Standard kicks off Power50 voting

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2023
Voting is now open for the 2023 FS Power50, recognising the most influential financial advisers in Australia. This year, Financial Standard received more than 200 nominations for the FS Power50, with 116 progressing to the voting stage. "The FS Power ...

Zenith chief exits, names successor

KARREN VERGARA  |  MONDAY, 21 AUG 2023
The chief executive of Zenith Investment Partners will step down as the firm's chief operating officer assumes the top job. David Wright vacates the role of chief executive at the end of the year but remains at Zenith to take on a newly created ...

Watershed Funds Management appoints head of distribution

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
... Tasmania as state manager for more than three years. Prior to HUB24, Pearson held various state manager roles with CommSec Adviser Services and Colonial First State over a period of 15 years. Commenting on the appointment, Rowley said the firm is thrilled ...

Frontier adds two consultants

ELIZABETH FRY  |  FRIDAY, 18 AUG 2023
... fixed interest, property, infrastructure and multi-asset. Before that, he worked at KRA Wealth Management as a financial adviser providing strategic advice across investments, superannuation, insurance, and retirement strategies. The second recruit ...