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|Showing 1 - 10 of 100+ results for "Adviser"|
|The Federal Court found that RI Advice Group's failure to provide rigorous oversight over a former financial adviser resulted in bad advice to consumer detriment. The court said the licensee failed to take reasonable steps to ensure that its former ...|
|Monochrome Asset Management has named the former managing director of a fund manager as its new distribution lead. Craig Hobart joined the cryptocurrency fund manager as head of distribution in June. He was previously the general manager of strategic ...|
|... more than three million households in Australia prepared to pay for financial advice as it currently costs. However, the adviser population will have shrunk to such a point that only two million of those households can access that advice. "It may be ...|
|... the general manager of banca, partnerships and advice since June last year. She has been with AIA since 2010, leading adviser services for over four years and then moving on to become chief retail officer between September 2014 and June 2020. This week ...|
|... appointments to its Trustee and Wealth Services (TWS) team in response to increased demand. Kate Schell has joined as an adviser in the private client team and Amanda Sartor has been appointed as a senior relationship manager in the charitable trusts ...|
|... group's Buyer of Last Resort Policy and the way in which AMP continued to charge orphaned advice clients despite having no adviser.|
|... across Queensland. Mirls joins from another multi-boutique GSFM where he was a business development manager responsible for adviser relationships in New South Wales. He has also worked an associate director at FIIG Securities and as a private wealth ...|
|... profession in droves, resulting in loss of employment for them and their staff, and their clients are losing their financial adviser. Financial advice is a people business helping the clients to understand the personal and financial goals... The increase ...|
|... also joined the financial advice tech provider, as a business development manager. He was previously a private client adviser at iPac and spent nearly 10 years in account manager and private client adviser roles at Perpetual. Elizabeth Fitzpatrick is ...|
|The wealth manager recorded significant outflows in its financial advice business as advisers departed following its transformation strategy. Financial advice recorded $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice ...|
AIA Australia's newly launched advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold.
Yesterday's Standing Committee hearings on financial advice suggested the corporate regulator and industry superannuation funds are the only ones benefiting from increasing costs.
The superannuation startup geared at self-employed workers is looking to raise $1.5 million, as it sets it sights on 60,000 members in five years.
The Australian Financial Complaints Authority (AFCA) has made changes to its procedures to weed out complaints where the consumer didn't really suffer any financial harm.
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