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Showing 2151 - 2160 of 9816 results for "Advisers"

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... provider Asendium has added a risk and compliance feature via a new partnership with Fourth Line. Fourth Line will help advisers deliver risk and compliance reviews as part of their document preparation. The integration will increase efficiencies in ...

QSuper head moves to AMP

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... I'm excited to bring this unique breadth of capability together into market leading retirement offers for customers and advisers." He will report to AMP's director of platform Edwina Maloney. Maloney added that the need for quality financial solutions ...

Single disciplinary body consultation opens

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
... looks at the types of administrative sanctions made against a financial adviser that must be included on the Financial Advisers Register. There were mixed responses from critics. "As part of the consultation on the exposure draft legislation for the ...

Netwealth integrates with fintech

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
Newly launched financial advice software ProductRex has partnered with Netwealth. Advisers using the app are able to import data from Netwealth's platform into their ProductRex account. ProductRex managing director Nick Topham said the partnership ...

Evalesco acquires boutique firm

ANNABELLE DICKSON  |  THURSDAY, 5 AUG 2021
Evalesco Financial Services recently finalised the acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm. Evalesco, led by Marshall Brentnall, Jeff Thurecht and Jules Knox, has taken on Noall & Co's ...

FS Power50: Final days to nominate

STAFF WRITER  |  THURSDAY, 5 AUG 2021
... is only two days left to get your nominations in for the 2021 FS Power50, celebrating the most influential financial advisers in Australia today. The FS Power50 recognises the 50 most influential financial advisers, as voted by Financial Standard readers. ...

Centrepoint names chief executive

KARREN VERGARA  |  WEDNESDAY, 4 AUG 2021
... expanding our service offering and digitising key services." As a provider of advice and business services to financial advisers, Centrepoint had over 70 authorised representatives at the end of FY21.

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... are excited to have Ivon on the Morningstar team and look forward to continuing to accelerate our efforts to support advisers and their clients." Gower was previously head of product at Midwinter. Prior to that, he was general manager - product at CCUBE ...

Six Park lowers minimum investment to $2k

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... "This is also clear to our growing number of partners, who come from a diverse range of backgrounds, including financial advisers, accountants, and wealth coaches. All of these partners recognise the importance - and indeed the responsibility - of providing ...

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... and ESG. Its managed accounts report published last week said, over the last five years, the proportion of financial advisers who recommend managed accounts has doubled from 22% to 44%, with 70% already using or planning to use managed accounts.