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Showing 191 - 200 of 267 results for "Advice group"

AZ NGA acquires second RI Advice practice

ALEX BURKE | TUESDAY, 2 FEB 2016

AZ Next Generation Advisory has acquired its eighth financial advice practice, the second from the RI Advice Group. AZ NGA's latest acquisition is Empowered Financial Partners, established in 1994 as Williamstown Financial Services and manages $134 ...

Younger clients best-served by robo-advice

ALEX BURKE | THURSDAY, 14 JAN 2016

Automated asset allocation and risk profiling "changes the dynamic of who advisers can and can't afford to talk to," according to Ignition Wealth chief executive Mark Fordree. Fortree said that he knew of many advice groups who "saw two to three people ...

AZ NGA acquires seventh practice

ALEX BURKE | TUESDAY, 15 DEC 2015

... Next Generation Advisory has made its seventh acquisition, purchasing a Toowoomba-based practice. Part of the RI Advice Group, RI Toowoomba was established in 1992 and has $260 million in funds under advice. As with AZ NGA's previous acquisition of Harvest ...

HNW advice group faces licence conditions

LAURA MILLAN | TUESDAY, 1 DEC 2015

A financial planning dealer group focusing on high net worth investors is facing having conditions placed on its licence by ASIC following serious breach incidents. Morgans Financial representatives were monitored by ASIC, which identified "a number ...

StatePlus adopts FPA professional practice program

LAURA MILLAN | WEDNESDAY, 18 NOV 2015

The 138 advisers operating under retirement advice group StatePlus have adopted the Financial Planning Association's (FPA) Professional Practice program. A total of 17 StatePlus regional offices and its 138 planners have signed up to the program. This ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN | WEDNESDAY, 30 SEP 2015

Almost all major retail wealth groups now offer managed accounts but that doesn't mean they are using the same strategy to get involved with the emerging sector. Rainmaker has just completed its second annual Managed Accounts report containing a detailed ...

Robots can't read your dreams, advice firm warns

LAURA MILLAN | WEDNESDAY, 23 SEP 2015

... for the advice sector, as it's hard to replace a human's ability to discuss a client's dreams and aspirations, an advice group has said. Cigna Wealth senior financial adviser Zoe Downs said that recent growth in computer generated services is "confusing ...

Executive appointment round-up

STAFF WRITER | FRIDAY, 14 AUG 2015

... former ANZ exec - Findex appointed Peter Gardiner to the role of global head of business development. He joins the advice group from ANZ, where he was head of origination, corporate bank. - Kinetic Super hires head of product A - Industry fund Kinetic ...

Findex appoints former ANZ exec

ALEX BURKE | WEDNESDAY, 12 AUG 2015

Findex has appointed a new global head of business development. Peter Gardiner joins the advice group from ANZ, where he was head of origination, corporate bank. Commenting on the appointment, Findex chief executive Spiro Paule said, "Peter has deep ...

Independent advice licensee under ASIC radar

LAURA MILLAN | THURSDAY, 6 AUG 2015

A Queensland advice group has seen its Australian financial services licence questioned by the Australian Securities and Investments Commission (ASIC). The regulator has imposed new licence conditions on Sentinel Private Wealth following concerns over ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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