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Showing 151 - 160 of 294 results for "Advice services"

Wealth arm projects Perpetual profit

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
... managing director Geoff Lloyd said. "Fordham is now a leading referrer for Perpetual Private's strategic financial advice services. Additionally our medical education and advice business, The Private Practice, is reaching a wide audience of medical professionals ...

ASIC flags stronger adviser surveillance

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2017
... appropriate advice to clients. It will also target Australian financial services licensees' failure to deliver ongoing advice services to clients who are paying fees to receive such services. ASIC said it will pay particular attention to instances where ...

ASIC bans former Westpac adviser

EMMA RAPAPORT  |  THURSDAY, 8 JUN 2017
... regulator, this included a failure to conduct ongoing reviews for at least nine clients who had paid for ongoing advice services and were entitled to receive these reviews. The regulator found that: Sinha's conduct demonstrated that he was not adequately ...

Centrepoint streamlines adviser transitioning

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
... an online application, speeding up the process for those looking to transition between dealer groups. Head of advice services at Centrepoint, Karen Machovsky said the portal eases the transition process, which can be arduous and bogged down by regulatory ...

Link Group acquires robo-advice business

ALEX BURKE  |  MONDAY, 5 JUN 2017
... digital advice sector with the acquisition of a company previously owned by Lonsec. Adviser Network provides digital advice services to Australian institutions, and will be incorporated into Link Group's Information Digital and Data Solutions (IDDS) ...

Private wealth specialist appoints chief executive

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... vision that keeps Sterling ahead of the curve with an operational framework that provides professional financial advice services and holistic solutions for our clients." Commenting on Murray's appointment, Sterling principal Peter Stevenson said: "David ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... progressive buy-back arrangement. MTPFS currently employs nine staff, including two financial planners, and offers advice services including wealth accumulation, retirement planning, insurance and strategic planning. At the time of the purchase agreement ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... advice. "Automation will disrupt the comprehensive advice model and replace it with a package of single issue advice services distributed in time, more suited to providing advice services to a broader market," according to Investment Trends analyst Ian ...

IOOF names new tech services head

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... Financial Services in December 2016. Breckon joined IOOF in 2012 and has over 20 years' experience in technical advice services, having previously held similar roles with AXA, Aviva and MLC. IOOF group general manager, wealth management Renato Mota said ...

Fortnum creates professional advice framework

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... Fortnum chief executive Neil Younger said. "We have established the foundation to call ourselves a professional advice services business and we will continue to focus on the outcome and the standard of advice," Younger said. In addition, Fortnum managing ...