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Showing 201 - 210 of 816 results for "Advice Business"

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 ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
Only 50 financial advisers joined the financial advice industry in the year to September, as Rainmaker analysis shows that the total population has dwindled to 19,238. Rainmaker's latest Financial adviser report reveals an 11% year-on-year drop in the ...

Midwinter appoints head of product

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
Midwinter Financial Services has appointed a new head of product, nabbing a former leader within AMP's advice business. Andrew Zietara has joined Midwinter as head of product. Zietara joins Midwinter from capital market technology solution provider ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
The former general manager of private wealth at Wilsons Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where ...

Stockspot hires from Vanguard

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
The robo-advice business has appointed a head of superannuation and partnerships, hiring from Vanguard. Enid Lal started in the newly created role on August 16. She will lead product initiatives to support Stockspot's direct clients including SMSFs ...

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
ClearView is divesting its financial advice business for $15.2 million to another ASX-listed firm. Centrepoint Alliance will acquire ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. The ...

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 ...

Perpetual hires from AMP Capital

KANIKA SOOD  |  WEDNESDAY, 11 AUG 2021
... added Greg Kynoch to the team to lead Australian equities and wholesale advice offers. He crossed from Perpetual's advice business, after 10 years as a financial adviser. Perpetual Private's investment research team employs 18 staff in total. "We're ...

Profit boost for CBA, ups remediation bill

KARREN VERGARA  |  WEDNESDAY, 11 AUG 2021
Despite reporting a $1.4 billion profit boost, Commonwealth Bank's legacy financial advice business and legal troubles continue to eat away at the bottom line. In releasing its FY21 results this morning, CBA's provisional remediation bill owed ...

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... Services (193). IOOF reported $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice business for the June reporting period, which the firm said was expected. The outflows were partially offset by $0.4 billion of flows ...