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Showing 2121 - 2130 of 9816 results for "Advisers"

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
... Wealth took out the award for Innovation which acknowledges the operation and process of managed accounts, adoption by advisers and licensees, investment options and technology used to support managed accounts. First Sentier Investors won the award for ...

IOOF posts $143.5m loss for FY21

KANIKA SOOD  |  THURSDAY, 26 AUG 2021
... the year IOOF's controlled its expenses, which were down 37% to $526.5 million. Its advice unit ended FY21 with 1975 advisers and a $37.8 million reduction in gross margin, which the company attributed to the removal of grandfathered commissions ($6.7 ...

Madison delivers for Clime one year on

KARREN VERGARA  |  THURSDAY, 26 AUG 2021
... adviser talent on the other," she said. Additionally, Donat is seeing a steady growth in the number of referrals. "Our advisers have seen increased demand for advice from consumers and with the combined advice and investment capabilities offered by our ...

ASIC outlines corporate plan

ANNABELLE DICKSON  |  THURSDAY, 26 AUG 2021
... affordable personal advice and establish the Financial Services and Credit Panel as the single disciplinary body for financial advisers. For the superannuation industry, ASIC is working on a new project to monitor the implementation of Your Future, Your ...

Stockspot hires from Vanguard

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
... August 16. She will lead product initiatives to support Stockspot's direct clients including SMSFs, and accountants and advisers with whom Stockspot shares clients. https://www.financialstandard.com.au/news/vanguard-super-appoints-board-179363111 She ...

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
... escrowed Centrepoint shares and a cash consideration of $3.2 million. The CFA and Matrix dealer groups had 175 financial advisers operating under their licences at the end of FY21. LaVista had 34 adviser practices with 106 financial advisers using its ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... licensee businesses within subsidiaries InterPrac Financial Planning and Sequoia Wealth Management to have a total of 1000 advisers by 2025. It will also acquire customer books into the salaried advice unit of InterPrac Securities and Sequoia's family ...

Consultum chief joins new firm

ELIZABETH MCARTHUR  |  TUESDAY, 24 AUG 2021
The former chief executive of IOOF-aligned Consultum Financial Advisers has found a new role. Joe Botte joined boutique dealer group ASVW Financial Services (ASVWFS) as executive director. "Joe is a very committed and effective executive with an extensive ...

Benefits of advice reforms yet to materialise

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... advice. This is according to Rainmaker's latest analysis of the ASIC Financial Adviser Register, which saw almost 9000 advisers exit the industry over the last 30 months. This averages to 300 advisers leaving the industry each month. Since the 2017-19 ...

AUSIEX hires head of risk from BTFG

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... team of industry specialists to provide the best possible trading solutions and service that deliver long-term value for advisers, financial institutions and industry participants," Blewitt said. Williams commented: "I'm glad to join this established ...