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Showing 151 - 160 of 1904 results for "licensee"

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
Generation Development Group (GDG) will acquire 100% of Evidentia Group for $320 million, as it looks to grow its foothold in the managed accounts space. The transaction will be partly funded by a fully underwritten equity raising of approximately $287.9 ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
... adviser must undertake education that is objectively verified by a competent source and not be provided by the Mr D's licensee. The hours are in addition to the adviser's existing continuing professional obligations and the course must be approved by ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... "distinguished career." Sullivan said he's keen to selectively add "a few more practices" to AdviceIQ's mutual ownership licensee structure, which he said, "fosters accountability and knowledge sharing." Notably, AdviceIQ is entirely owned by its practices ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... services for about 18 months. McCarthy spent close to 16 years with AMP in various partnership manager roles across its licensee network. Entireti is home to Fortnum Private Wealth and Personal Financial Services, as well as the recently transitioned ...

Netwealth, Praemium see inflows soar

ELIZA BAVIN  |  THURSDAY, 23 JAN 2025
... from the company's new business pipeline across all client groups and segments," Netwealth said. "New adviser and licensee relationships have significantly expanded our new business pipeline. While we expect Q3 FY2025 flows to be seasonally lower ...

Government must commit to fixing CSLR: FAAA

MATTHEW WAI  |  THURSDAY, 23 JAN 2025
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson is again calling on the government to fix the Compensation Scheme of Last Resort (CSLR). Th FAAA has previously highlighted three critical ...

Iress expands wealth team with multiple new roles

ANDREW MCKEAN  |  WEDNESDAY, 22 JAN 2025
Iress has expanded its APAC wealth propositions team with several newly created roles, including a general manager of wealth propositions, head of partnerships, and head of digital advice. The financial services software business announced the appointment ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
More companies will divest their superannuation administration offerings in 2025, according to Finura, as super funds potentially move this service in-house amid tighter scrutiny from the regulators. ASIC suing Cbus for poor member claims experience ...

One in five pension funds face liquidity risks

KARREN VERGARA  |  WEDNESDAY, 15 JAN 2025
... intuitive and important trigger to monitor, reliance on a single trigger may be overly simplistic and could lead to an RSE licensee not perceiving broader risks, such as trends in member outflows or switching," APRA said. In some cases, APRA also observed ...