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Showing 151 - 160 of 510 results for "Bridge"

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ...

AIA Australia partners with Your Wills

KARREN VERGARA  |  FRIDAY, 30 APR 2021
AIA Australia has joined forces with a digital estate planning and asset protection service Your Wills. AIA customers can access the service later in the year, creating their Wills online in nine steps. AIA Australia chief executive and managing director ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
The ASX-listed advice and accounting group has announced its member firm Kidmans Partners Wealth is acquiring the financial advice services of another member firm. Kidmans will pay $290,000 to Colgin Financial Services with $150,000 paid on completion ...

IOOF licensees to take remedial action

JAMIE WILLIAMSON  |  MONDAY, 26 APR 2021
IOOF will take remedial action to address deficiencies identified by ASIC within Bridges Financial Services and RI Advice Group. During surveillance in December 2020, ASIC found 15% of client files from Bridges and 17% of files from RI Advice contained ...

Centuria acquires stake in Bass Capital

KANIKA SOOD  |  THURSDAY, 22 APR 2021
... has about 300 high-net-worth investor clients and provides real estate secured non-bank finance for development projects, bridge finance and residual stock. It has $270 million committed loan book, a $107 million open-ended debt fund and over $300 million ...

Cairns women disadvantaged by super gender gap

KARREN VERGARA  |  MONDAY, 12 APR 2021
Industry Super Australia's modelling found that women from Cairns will retire with almost $40,000 less superannuation than men. These stark figures highlight the need to lift the super rate as legislated from 9.5% to 12%, ISA said. "Women on middle ...

Dealer group GM exits

JAMIE WILLIAMSON  |  THURSDAY, 18 MAR 2021
IOOF has confirmed the role of general manager of alliances and distribution for one of its major licensees has been made redundant. Jason Kriss was general manager of alliances and distribution at Bridges Financial Services, a role he held for some ...

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 ...

Government retirement modelling leaves women behind: ISA

ELIZA BAVIN  |  MONDAY, 8 MAR 2021
... have $282 billion more than women in their super funds. ISA strategic engagement director Gemma Pinnell said it is time to bridge the gender gap in Australian retirement savings. "More women than men are likely to receive a super guarantee increase ...

IOOF to spend big on BOLR

KANIKA SOOD  |  THURSDAY, 25 FEB 2021
IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services. At its half year results yesterday, IOOF reported an expected BOLR spend ...