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Showing 191 - 200 of 815 results for "Advice Business"

Government backflips on adviser education

ELIZABETH MCARTHUR  |  FRIDAY, 17 DEC 2021
Not long after Labor suggested it would not require older financial advisers to get degrees, the Liberal party has now backflipped on education standards to match Labor's policy. Minister for superannuation, financial services and the digital economy ...

AZ NGA recruits chief operating officer

JAMIE WILLIAMSON  |  WEDNESDAY, 8 DEC 2021
The chief operating officer of Countplus will join AZ Next Generation Advisory in the new year, spearheading the group's expansion plans. Graham McGeagh has been with Countplus since 2018 but will join AZ NGA as its chief operating officer in early ...

ClearView recruits chief claims officer

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... off the back of ClearView's multi-year transformation program. Part of this includes divesting its financial advice business for $15.2 million to Centrepoint Alliance. Faglioni will be responsible for developing the customer claims journey, managing ...

AMP advances demerger

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... She will reposition AMP's banking and wealth platforms and accelerate the transformation of the financial advice business. PrivateMarketsCo's simplification is on track to achieve a run-rate cost base of $300 million by FY23. It will also try ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
A Victorian financial advice business is the latest to join Count Financial, making it the 23rd addition to the group this year. Financial Momentum will become part of Count Financial on December 1. The family business, with a team of four financial ...

ClearView, Manulife to launch retirement products

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... more people achieve their retirement goals." The latest development comes after ClearView divested its financial advice business to Centrepoint Alliance. It later announced it was undertaking a strategic review with a focus on maximising shareholder ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
Iress' inaugural Advice Efficiency Survey reveals that more than 70% of advice practices forecast growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research ...

BT Practice Principals' Community goes independent

ELIZABETH MCARTHUR  |  TUESDAY, 16 NOV 2021
Former BT executive Kon Costas has spun out the institution's self-licensee offering, launching his own business. Now known as the Principals' Community, Costas has formed it as an independent and dedicated self-licensed offer with the objective ...

MLC Life expands retail distribution leadership

JAMIE WILLIAMSON  |  TUESDAY, 9 NOV 2021
... distribution governance and key accounts, having previously been senior manager, strategic growth within MLC's advice business. Cheesman brings about 30 years' experience in financial services, having started out in the UK as a financial adviser. He ...

Fiducian acquires $1.1bn advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
... billion financial advice subsidiary of a national bank. People's Choice Credit Union (PCCU) has sold its financial advice business to the ASX-listed group, in a move that continues Fiducian's ambitious growth strategy. Fiducian will pay $12.6 million ...