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Showing 181 - 190 of 401 results for "Advice for"

Challenging conditions sting IOOF

HARRISON WORLEY  |  FRIDAY, 3 MAY 2019
... period. The embattled wealth manager recorded net inflows of $337 million in funds under management, administration and advice for the third quarter. However, it took significant hits across several segments, including a $473 million reduction in net ...

New role for former ClearView executive

HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
... executive James Malcolm said O'Riordan's appointment would support growth in the business. "The failure of limited advice for many accountants and a desire to stay fully involved with clients has meant that joint venture models like ours are appealing," ...

ASIC appeals Westpac Federal Court decision

JAMIE WILLIAMSON  |  MONDAY, 18 FEB 2019
... an appeal of the decision, seeking greater clarity and certainty as to the difference between general and personal advice for consumers and financial services providers. "The dividing line between personal and general advice is one of the most important ...

Clime names distribution and private wealth lead

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... client-centric solutions." Clime officially launched into the high-net-worth advice market in 2018 to offer tailored financial advice for HNW and sophisticated investor clients within its subsidiary Clime Private Wealth. It also works with self-managed ...

Wells Fargo AM chief moves to BMO

OSKAH DUNNIN  |  THURSDAY, 24 JAN 2019
... primary focus was industry innovation: "We are staying ahead of clients' evolving needs, and delivering best in class advice for high-net-worth families - providing an integrated, team-based experience in a range of specialised areas." The firm also ...

3.5 million Aussies give financial advice to friends and family: Roy Morgan

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... Heritage Bank, Bank SA and Teachers Mutual and - Australia's largest bank - the Commonwealth Bank. Those asked to provide advice for friends and family also tend to be well off, with 35.9% of financial institution customers in the top 10% of banking ...

AAT upholds AFSL rejection

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
... was recently upheld by the Administrative Appeals Tribunal (AAT). Watson had applied for an AFSL license to provide advice for self-managed superannuation funds and other financial products in June 2016. However, in October 2017, ASIC ruled Watson failed ...

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... officially launched into the high-net-worth advice market. Clime Investment Management is now offering tailored financial advice for HNW and sophisticated investor clients within its subsidiary Clime Private Wealth. It also works with self-managed super ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... Seale takes on the role of chief operating officer of licensee solutions. Since March 2013, Seale has been the head of advice for ClearView/Matrix. General manager of group licensee Todd Kardash said LaVista's aim is not to tell advisers how to run their ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... objectives, review projections and make choices to optimise retirement outcomes. Members can also receive automated advice for wealth protection, savings and debt management. IRESS managing director, superannuation Jeff Hall said the solution can also ...