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Showing 2171 - 2180 of 6679 results for "Sale"

Royal Commission case study: advice put retirement in ruins

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... so it could be taken into account and the adviser reaffirmed they should sell. The house quickly sold for $485,000. "The sale cleared our mortgage, paid off the Westpac loan and the credit cards, but still had the car loans. We rented a furnished accommodation ...

Wealth management products make big leaps in digital sales readiness

KANIKA SOOD  |  THURSDAY, 19 APR 2018
Australians can now apply for 60% of all wealth management products offered by the country's biggest banks from their mobile phones, according to a fintech which helps financial services companies acquire clients. Avoka measured digital sales readiness ...

Sales director moves from Legg Mason

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
A former sales director at Legg Mason has moved to an Australian-based global fund manager with more than $105 billion under management. Joining IFM Investors as an associate director in treasury services, debt investments is Justin Nunan. IFM said ...

Advice not yet a real profession: Kell

ALEX BURKE  |  TUESDAY, 17 APR 2018
In his statement to the Royal Commission, ASIC deputy chair Peter Kell argued financial advice is not yet a profession. Kell told Special Counsel Assisting Rowena Orr that while there are professionals in the industry, "we do not view the industry as ...

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... co-founder Tony Hartley. Perry said the compatibility and shared vision for the future of advice was paramount in agreeing to the sale. "It was critical that we secured a buyer who is product agnostic, supports our community with a growth and succession ...

OneVue to create digital community via acquisition

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... greater value to their own clients." No More Practice Education founder and chief executive Vanessa Stoykov described the sale as an enormous stride forward in making pensions irrelevant for Generation X and beyond. "To reach more people, we needed scale ...

Chief economist update: Back to the shops

BENJAMIN ONG  |  TUESDAY, 17 APR 2018
The US consumer is back...and with a vengeance. Retail sales rebounded by a higher than expected 0.6% in the month of March following three consecutive months of declines - 0.1% in December, -0.2% in January, -0.1% in February - that took the annual ...

AMP's buyer of last resort measures scrutinised

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
AMP has admitted that its Buyer of Last Resort measures, up until June 2017, were designed to incentivise financial advisers to show preference for its in-house platforms. Giving evidence on the first day of the Royal Commission's inquiry into financial ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... Pathway Licensee Services was acquired by IRESS for an undisclosed amount on 1 April. The platform provider confirmed the sale in a quarterly update to the ASX. Netwealth joint managing director Matt Heine said it was important for Netwealth that Pathway ...

Suncorp appoints director

KANIKA SOOD  |  THURSDAY, 12 APR 2018
Suncorp has appointed a fourth female director to its nine-person board. Sylvia Falzon joins Suncorp's board with about 30 years of experience. "We look forward to welcoming her to the Suncorp board and to her contributions particularly around strategy ...