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Showing 171 - 180 of 267 results for "Advice group"

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 ...

IOOF profits slide across all key businesses

ALEX BURKE  |  WEDNESDAY, 15 FEB 2017
... explained: "This result shows the value of our diversified business model. We have seen record levels of interest in our advice group and have received in excess of 30 applications from experienced advisers from other institutional licensees." "Our continued ...

Advisers must be tribal: Stackpool

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
Australia is facing a rising financial epidemic and advisers must do more to help combat it. Certainty Advice Group managing director and founder Jim Stackpool believes Australians are suffering with growing insecurities around their finances and advisers ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... business. Darren Whereat, now general manager aligned dealers and advice standards, was previously chief executive of RI Advice Group. Prior to that, he was head of key accounts and dealer services at BT Financial Group, and has also held senior roles ...

MySuper competition heats up: Rainmaker

DARREN SNYDER  |  WEDNESDAY, 14 DEC 2016
MySuper is the new high-growth area for retail superannuation funds with attractive offerings competing directly with not-for-profit super funds. Rainmaker's September quarter MySuper report shows MySuper products operated by retail groups like banks ...

Super execs: Size is not scale

ALEX BURKE, ALEX DUNNIN  |  FRIDAY, 11 NOV 2016
... benefits are difficult to deliver is in financial advice, said Graeme Arnott, chief executive of StatePlus - the advice group owned by First State Super following its recent acquisition. "Almost without fail, if a member takes advice preparing for retirement ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... Financial Services and the chief executive of Premium Wealth Management. AdviceIQ Partners is a boutique, service focused advice group with partner firms located in Sydney, Melbourne and South East Queensland.

Storm Financial investor slams court decision

ALEX BURKE  |  MONDAY, 29 AUG 2016
... administration, Storm Financial has been found by the court to have provided inappropriate advice to certain clients. The advice group's "double gearing" margin lending investment model and subsequent collapse was considered the primary catalyst for ...