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Showing 171 - 180 of 294 results for "Advice services"

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... designed to help advisers deliver a positive client experience in an efficient, compliant and engaging way. Head of advice services at Centrepoint Paul Cullen said: "Advice firms are struggling to invest sufficient resources to provide their clients ...

ASIC confirms systemic failures in advice

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... Commission has confirmed systemic failures at 21 Australian Financial Services Licensees in providing ongoing advice services to clients. Identified in ASIC's 'Financial advice: Fees for no service' report, the systemic failures relate to instances where ...

Alternatives fund takes stake in Ignition Wealth

ALEX BURKE  |  TUESDAY, 27 SEP 2016
... Alternatives Fund's key objective is to deliver extraordinary results to our investors. "Globally, digital financial advice services are demonstrating rapid growth. We believe that Ignition Wealth delivers the best in class offering for the Australian ...

Spring FG CEO steps down temporarily

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2016
... executive to reduce managing director Keith Cullen's workload while he recovers from recent surgery. Current head of advice services Frank Paul has taken on the interim role, having previous leadership experience as founder and managing director of Moneytree ...

Telstra Super appoints financial planning EGM

DARREN SNYDER  |  MONDAY, 29 AUG 2016
... manager to lead its financial planning team, signifying the corporate superannuation fund's ongoing commitment to advice services. Joining Telstra Super as its new financial planning EGM is Stephen Cullen. He has more than 20 years' experience in senior ...

Equip readies full robo advice roll-out

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
... capability available to our members, and reflects our commitment to on-going development of our financial education and advice services," Equip executive officer, member relationships Justin Sadler said. "It will appeal particularly to younger members ...

MGD sets focus on risk and succession

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... specialist experience to help make a difference to how we manage risk for our clients." MGD Wealth's portfolio of advice services includes: total wealth management, investment and asset consulting, SMSF administration and advisory, tax advisory, personal ...

Link Group rebrand signals expansion

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... a more holistic offering including digital services and greater access to face-to-face advice. Currently Link Advice services 15 superfunds, delivering 30,000 pieces of phone advice a year from more than 65 phone advisers. Link Advice anticipates the ...

QSuper public offer move reshapes competitive landscape

ALEX BURKE  |  MONDAY, 27 JUN 2016
... its own registered life insurance company to provide more tailored and flexible insurance cover. Its financial advice services were also singled out by Investment Trends as highly innovative in the researcher's 2015 Member Engagement Report. When the ...

One in four willing to switch advisers: EY survey

MARK SMITH  |  TUESDAY, 24 MAY 2016
... indicated an increasing willingness to embrace new technology, with one in four (25%) open to investing via automated advice services, such as robo-advisors. In this environment, wealth managers will need to differentiate themselves around customer experience ...