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Showing 171 - 180 of 816 results for "Advice Business"

AZ NGA firms merge for growth

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
Henderson Matusch Group and Logiro are set to merge to gain scale and better position them for future acquisitions. The two Brisbane-based firms have announced a non-cash merger to create a multi-disciplinary firm. In total the merged entity will have ...

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
... strategic value. In support of this, Centrepoint noted its extensive adviser network, acquisition of ClearView's advice business and growth in a time when other licensees have shrunk. "Industry consolidation is a key theme that Centrepoint has pursued ...

How AMP plans to bounce back

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... will work to expand its relationship with independent financial advisers to grow the platform. However, AMP's advice business has been running at a loss in recent years and is projected to do so again this year, she said. In its recent update, AMP ...

Foresters appoints chief risk officer

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... compliance functions, as well as overseeing an in-house administration and call centre operation, a financial advice business, and a commercial lending business." She added that the chief risk officer position "is a pivotal one that plays a critical ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... which is its first investment outside of the US. "Koda has successfully established a high-quality independent advice business in the large and growing wealth market in Australia - a market that we see as very attractive," he said. "Our minority investments ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
The former MLC and Perpetual chief executive will take over as chair of the platform later this year, in an announcement that also confirmed the company's chief executive. DASH Technology Group has named Lloyd as chair, effective September, citing his ...

Practifi expands its Australian footprint

CHLOE WALKER  |  FRIDAY, 29 APR 2022
The Australian financial advice technology firm has announced plans to expand further into the local market following great success in the US. Since completing its $24 million 'Series B' investment led by US based venture capital firm Updata Partners ...

JBWere shakes up leadership

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... contribute to the ongoing success one of Australia's leading advice firms," Lyjouras said. "I have seen how the advice business has evolved over the past 23 years and look forward to shaping the direction of advice through my role with JBWere. "I am ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
Tony Mantineo has been named as Lifespan's national practice consultant and head of Lifespan Partnership, a broad ranging support service for self-licensees. Melbourne-based Mantineo has a financial services career spanning 30 years, much of which was ...

Dealer group faces anti-hawking charges

JAMIE WILLIAMSON  |  TUESDAY, 22 MAR 2022
A Brisbane-based financial advice business has been charged with anti-hawking offences after cold calling consumers and pushing them to roll over their super into a new product. National Advice Solutions appeared in Southport Magistrates Court in Queensland ...