Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 201 - 210 of 829 results for "Advice Business"

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
iFactFind has appointed Bill Taylor to the newly created position of chief operating officer. Taylor, who was previously business manager at Trapeze Group and led the Asia Pacific division of global event automation platform Certain, will spearhead ...

CBA Group Super overhauls service providers

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
... before part of it was transitioned to AIA to form the basis of AIA Financial Wellbeing, the insurer's new advice business. The change in financial advice provider has no impact on the group insurance arrangements between AIA and CBA Group Super. ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... moved between licensees, with nearly 13% switching to a new AFSL. Morgans Financial has the largest superannuation advice business with 379 advisers. Ord Minnett (198) and JBWere (184) make up the top three super advice segment During the period, only ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... but also makes it an exciting time to be working in advice technology. Software can add substantial value to an advice business and is something that becomes an integral part of its processes; therefore, it is crucial practitioners choose the right technology ...

Government backflips on adviser education

ELIZABETH MCARTHUR  |  FRIDAY, 17 DEC 2021
Not long after Labor suggested it would not require older financial advisers to get degrees, the Liberal party has now backflipped on education standards to match Labor's policy. Minister for superannuation, financial services and the digital economy ...

AZ NGA recruits chief operating officer

JAMIE WILLIAMSON  |  WEDNESDAY, 8 DEC 2021
The chief operating officer of Countplus will join AZ Next Generation Advisory in the new year, spearheading the group's expansion plans. Graham McGeagh has been with Countplus since 2018 but will join AZ NGA as its chief operating officer in early ...

ClearView recruits chief claims officer

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... off the back of ClearView's multi-year transformation program. Part of this includes divesting its financial advice business for $15.2 million to Centrepoint Alliance. Faglioni will be responsible for developing the customer claims journey, managing ...

AMP advances demerger

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... She will reposition AMP's banking and wealth platforms and accelerate the transformation of the financial advice business. PrivateMarketsCo's simplification is on track to achieve a run-rate cost base of $300 million by FY23. It will also try ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
A Victorian financial advice business is the latest to join Count Financial, making it the 23rd addition to the group this year. Financial Momentum will become part of Count Financial on December 1. The family business, with a team of four financial ...

ClearView, Manulife to launch retirement products

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... more people achieve their retirement goals." The latest development comes after ClearView divested its financial advice business to Centrepoint Alliance. It later announced it was undertaking a strategic review with a focus on maximising shareholder ...