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Showing 1741 - 1750 of 9816 results for "Advisers"

Increased scale drives Diverger results

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... explore other service expansion opportunities. It also now has a network of 155 advice firms comprising 223 financial advisers and 214 limited advisers. It also works with 1346 accounting firms. Diverger's preliminary, unaudited results for the full ...

Suncorp agrees to super class action settlement

JAMIE WILLIAMSON  |  TUESDAY, 26 JUL 2022
... million to settle a class action brought by superannuation members in 2019 over conflicted remuneration paid to financial advisers. The class action was brought by William Roberts Lawyers in June 2019 on behalf of Suncorp Super Fund members, alleging ...

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
Insignia Financial has reported a reduction of 82 financial advisers in its network for the June quarter. Since the last quarter, Insignia reported 34 employed and 45 self-employed advisers had left bringing its current total to 1,600. It explained ...

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... Financial Partners with a vision to create a large, integrated professional services firm with over 20 staff and nine advisers. Under the deal the specialist insurance advisory firm has acquired 60% of Genesis upfront and will purchase the remaining ...

Mason Stevens appoints head of asset allocation

ANDREW MCKEAN  |  THURSDAY, 21 JUL 2022
... experience with a strong background in portfolio construction and quantitative analysis." "He will be instrumental in helping advisers and managers evaluate and implement, disciplined portfolios that aim to enhance investor outcomes." Fernley continued ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately managed accounts (SMA) or the adoption of MDA services. Terms of the deal were not disclosed ...

Claim support a key skill for advisers: Report

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
Financial advisers across Australia now play a greater role in supporting clients through life insurance claims, with almost 80% of advisers saying it's a key part of their offering. TAL commissioned The Value of Financial Advisers at Claim Time to ...

HUB24 posts record platform inflows

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
... administration and reporting services FUA figures to market movements. In a statement, HUB24 said: "During the quarter advisers have been focussed on supporting their clients through recent market volatility as well as ensuring they have met their regulatory ...

Moore Wealth joins Count Financial

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
Count Financial has announced Moore Wealth Advisers as the latest firm to join its national advice community. Moore Wealth Advisers is a bespoke wealth advisory that was established in 2018 and previously licensed through RI Advice. Along with changing ...

Pearler raises $7.8m to continue growth

CHLOE WALKER  |  TUESDAY, 19 JUL 2022
... of social wealth features, including the Pearler Exchange, an in-app group for discussing money issues with financial advisers. It is also looking to expand into the New Zealand market and to develop an investing app for kids, Pearler Headstart.