Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 161 - 170 of 264 results for "Advice Group"

Financial advice cannot be a quick-fix: Stackpool

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
... advice and its increased accessibility and affordability through technology - and big data isn't helping. Certainty Advice Group believes making financial advice more affordable, accessible and convenient through technology is making it difficult for ...

Fiducian acquires $17m client book

ALEX BURKE  |  TUESDAY, 2 MAY 2017
Listed advice group Fiducian acquired a Melbourne client book worth $17 million in funds under advice. The client base, which will be serviced by existing salaried planners, was purchased for a total consideration of $700,000, funded by excess cash. ...

Former BTFG manager joins Synchron

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
Financial advice group Synchron appointed a former BT Financial Group manager to help expand its national footprint. Adelaide-based Sheridan Wright is the new South Australia and Northern Territory state manager and prior to her appointment was the ...

Former BT executive to head advice group

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
BT Financial Group's former head of licensee development and BT Group Licensees is the new chief executive of a boutique advice licensee. Annick Donat has joined Madison Financial Group after resigning from BT in December 2016, having spent six years ...

Global advice group becomes investment bank

ALEX BURKE  |  TUESDAY, 7 MAR 2017
One of the world's largest financial planning groups has received its investment banking licence and will commence operations in that capacity "in a matter of weeks." DeVere Group's investment bank will be licensed and regulated by the Financial Services ...

Listed advice groups gaining ground

KARREN VERGARA  |  MONDAY, 6 MAR 2017
As banks and major financial institutions are challenged to address set backs across respective wealth and advice businesses, several listed advice groups have shown they are on to a winning model. Growth for Centrepoint Alliance's wealth division is ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
Elders Financial Planning will work with a well-known fintech to further develop digital solutions for its adviser network. Elders is collaborating with SuiteBox to create a unique dealer group offering, delivering the latest digital developments and ...

Centrepoint growing wealth business

KARREN VERGARA  |  MONDAY, 27 FEB 2017
December half-year results for financial advice group Centrepoint Alliance were buoyed by the performance of its wealth division and the sale of its premium funding business. The ASX-listed company's wealth segment reported a 29% EBITDA increase on ...

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
In an effort to extend its wholesale offering in to a broader retail advisory service, Clime Investment Management formed an alliance with one of Australia's largest non-bank financial advice dealer groups. Aligning with Futuro Financial Services, Clime ...

Centrepoint hires Citigroup executive as CIO

ALEX BURKE  |  MONDAY, 20 FEB 2017
ASX-listed advice group Centrepoint Alliance created a new chief investment officer role, appointing a former Citigroup executive in the process. The new CIO, Toby Lewis, was previously Citigroup's head of investment advisory and research. He oversaw ...