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Showing 151 - 160 of 532 results for "Advice firm"

Banks should pay advice exit levy: TAA

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
The Advisers Association (TAA) is calling on the government to mandate major banks and institutions pay an exit levy upon leaving the advice industry to provide relief for financial advisers and mitigate the increasing levy. Earlier this month the Australian ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
Four IOOF financial advice firms have joined Count Financial ahead of the MLC acquisition, with one firm saying it was seeking a licensee without "hidden agendas". Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management ...

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
The wealth manager has partnered with Mercer and a Queensland-based advice firm to deliver five tailored portfolios for the firm's clients. The portfolios have been tailored to the investment needs of Coral Coast's client base and are delivered through ...

Bellmont expands distribution capability

KARREN VERGARA  |  THURSDAY, 11 MAR 2021
Bellmont Securities has hired a sales manager of adviser solutions in a bid to expand its managed accounts offering. Ben Bell joined the Sydney-based firm this month, recently working at Aberdeen Standard Investments (ASI) as an associate director in ...

Dover, McMaster hit with $1.4m penalty

KARREN VERGARA  |  FRIDAY, 5 MAR 2021
... penalties by the Federal Court of Australia. Justice O'Bryan imposed a $1.2 million penalty on the defunct financial advice firm based on 19,402 contraventions brought against it by ASIC - one contravention for each time the Dover Client Protection ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... billion is from clients in the Asia-Pacific region. The local firm won a $20 million global equities mandate from Sydney advice firm PlayfairTan. "Our business has grown significantly in the Australian market since first launching here in 2018, and we ...

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm's client base. The new suite of five managed portfolios, administered on BT Panorama, has been developed exclusively for Invest ...

How to attract high net worth clients

ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
... how advice is delivered," Netwealth said. For example, to attract a client with an affinity for premium brands an advice firm may wish to create exclusivity, digital tools and a creative or even playful approach to communications. To attract the group ...

Wage subsidy to rescue advice industry

ELIZABETH MCARTHUR  |  FRIDAY, 12 FEB 2021
With just 65 new names appearing on the ASIC Financial Adviser Register in 2020, the rapid decline in adviser numbers has industry experts calling for a wage subsidy to incentivise advice practices to take hire graduates. In its pre-Budget submission ...

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
Six Park has launched its first range of sustainable portfolios in partnership with a Melbourne-based financial advice firm. The online investment manager partnered with Summerhill Financial Services to deliver sustainable portfolio options to existing ...