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Showing 151 - 160 of 334 results for "Advice firms"

Synchron appoints Queensland manager

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
... Life and a case manager in underwriting at ING. "I very much look forward to working with Synchron's Queensland advice firms," Donohue said. "Domiciled from Cairns to the Gold Coast, Synchron's Queensland advisers are delivering outstanding client ...

Banks should pay advice exit levy: TAA

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
... downstream impact of the levy. The TAA said the original cost of $900 per adviser is a reasonable cost however the advice firms with the worst behaviour no longer have to pay the higher fee as they have left. "What we have now is an abnormal market where ...

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
... $51 billion. AMP director wrap products Shaune Egan said partnered managed portfolios are becoming more popular as advice firms understand the benefits of tailoring portfolios for their clients. "The nature of the managed portfolio structure also provides ...

Bellmont expands distribution capability

KARREN VERGARA  |  THURSDAY, 11 MAR 2021
... remit is growing Bellmont's managed account investment management offering and working closely with financial advice firms. He reports to founders Peter Bell and David Montuoro. The firm also provides brokerage services. Peter Bell said: "Growth ...

How to attract high net worth clients

ELIZABETH MCARTHUR  |  MONDAY, 15 FEB 2021
... likely to not mind using lesser-known brands (49.7%). "The brand affinity dimension is important to understand for advice firms so they can adjust their service offering, communication language and marketing activities to the advisable Australian," Netwealth ...

Wage subsidy to rescue advice industry

ELIZABETH MCARTHUR  |  FRIDAY, 12 FEB 2021
... the industry. As it stands, for a new generation to enter the industry and turn dwindling adviser numbers around, advice firms are going to have to step up. Striver head of partnerships and growth Scott Bunny says financial advice needs to start embracing ...

Praemium sees benefits of scale

ELIZA BAVIN  |  WEDNESDAY, 13 JAN 2021
... prospects alike." Ohanessian said the company's non-custody solutions have also been attracting considerable interest as advice firms look to outsource administration of their off-platform assets. In addition to the integration of Powerwrap, Praemium ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
NASDAQ listed Focus Financial Partners has created a new network of boutique financial advice firms and acquired three Australian businesses. Focus launched Connectus on December 1 in the US, and now the first Australian advice firms to join the boutique ...

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... practices. Count Financial chief advice officer Andrew Kennedy said Carlton's industry knowledge will be key as it targets advice firms to join Count Financial. "With experience working closely with small businesses, Stephen will help our member firms ...