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

Search Results

Showing 1891 - 1900 of 9816 results for "Advisers"

Iress restructures investment management, advice roles

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... as general manager of MLC's wealth distribution, overseeing the retail platform and asset management services to advisers. Warwick Angus took on a new title, commercial director of strategic markets, which is an extension of his current role. He ...

HUB24 continues growth trajectory

ELIZABETH MCARTHUR  |  TUESDAY, 22 FEB 2022
... acquisition of Class during the period to allow it to provide integrated technology, platform and data for financial advisers and accountants. The company will soon announce the appointment of a chief growth officer, a new role at HUB24 designed lead ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... tracking and notifications. With respect to DDO, we note with interest HUB24's integrated online chat tool through which advisers can raise complaints and report significant dealings," Brennan said. The growing importance of ESG was also illustrated ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
Risk advice technology solution LifeBid has added to its board of advisers. Financial adviser Katherine Hayes, who is co-founder of Hayes & Co Insurance Services and NSW and ACT director for the Association of Financial Advisers (AFA), has joined the ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... results in the interim reporting period. The professional services division, which provides licensed services to financial advisers, as well as SMSF solutions, general insurance broking and legal document establishment services to accountants and stockbrokers ...

Advisers optimistic about revenue growth

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
Financial advisers are expecting a bumper year ahead, optimistic that revenue and operations will improve as lockdowns lift and pandemic worries ease. The majority of advisers canvassed by CoreData and Colonial First State expressed this sentiment ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
... our innovation, capabilities and size of the team. This will enable us to offer highly flexible solutions to financial advisers to solve any critical business issue," Whelan said. "We now offer solutions to every challenge advisers face within their ...

CSLR will not fully protect investors

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... executive Sarah Abood said. Under the proposed model, the government has also missed an opportunity to ensure that financial advisers are not left facing all the costs to establish and maintain a scheme that will only do part of the job, she added. CHOICE ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... Geelong Wealth. Zella Wealth was previously licensed with Australia Pacific Funds Management and Consultum Financial Advisers. Infocus managing director Darren Steinhardt told Financial Standard that the last few years have been busy for the group particularly ...

The Advisers Association appoints chair

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
The Advisers Association (TAA) appointed Queensland-based Bill Beimers as its new chair. Beimers is the founder and managing director of SEQ Advice, a Queensland-based financial advice and services practice. Beimers has served on the TAA board as vice ...