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Showing 201 - 210 of 264 results for "Advice Group"

Cost cuts put research at risk

DARREN SNYDER | MONDAY, 29 JUN 2015

... critical in meeting the obligation of advisers to select products that meet the best interests of clients." Boutique advice group Stanford Brown, which specialises in serving the medical sector and private wealth clients, said an excessively aggressive ...

ASIC silent on IOOF investigation

LAURA MILLAN | MONDAY, 22 JUN 2015

... was consolidating the SFG Australia research and portfolio construction functions, following the acquisition of the advice group in August 2014. IOOF did not respond to Financial Standard requests for comment on the issue, although it issued a statement ...

PROFILE: IOOF managing director Chris Kelaher

LAURA MILLAN | WEDNESDAY, 3 JUN 2015

... owned. Always in the hunt for new opportunities, Kelaher made headlines again in 2014 when he acquired high net worth advice group SFG Australia (SFGA). The operation positioned IOOF as Australia's fourth largest advice business by funds under advice ...

Netwealth rolls out Model Office improvements

STAFF WRITER | TUESDAY, 19 MAY 2015

The netwealth Advice Group has released its enhanced Model Office financial planning software which is designed to simplify the ease of use of the Iress Xplan software and improve the client experience. Improvements to the software's look and ease of ...

Aon appoints director to super board

MARK SMITH | FRIDAY, 20 MAR 2015

... partner at KPMG for nearly 12 years and, at the time of his retirement, was the national lead partner for its M&A advice group. Previously, he had worked as executive director at UBS Warburg for eight years. "We are looking forward to working with Trevor ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN | WEDNESDAY, 11 MAR 2015

Commonwealth Bank (CBA) has extended the use of its IRESS technology solutions to all of its financial planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement ...

Grant Thornton appoints former KPMG principal

ALEX BURKE | WEDNESDAY, 18 FEB 2015

Accounting and financial advice group Grant Thornton has recruited Madeleine Mattera as national head of financial services and an audit and advisory partner. In her new role, Mattera will oversee Grant Thornton's financial services capabilities. Mattera ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN | FRIDAY, 6 FEB 2015

Netwealth Advice Group has appointed a general manager for its employed adviser business, Bridgeport Financial Planning. Cameron Cogle joins netwealth from ClearView, where he was general manager. "Cameron's experience in leading salaried financial ...

Managed accounts boost advice business valuations

ALEX DUNNIN | WEDNESDAY, 21 JAN 2015

New research from Rainmaker reveals that managed accounts are not only enabling advisers to improve their clients' investment outcomes as well as boost their own business' worth, they are enabling new investment managers to enter the market. The research ...

RI Advice launches cashflow management tool

STAFF WRITER | WEDNESDAY, 22 OCT 2014

ANZ Wealth-owned RI Advice Group has launched a cashflow management solution that will allow its adviser network to help clients stay on top of their finances. The advice group has developed a customised version of Moneysoft's automated cashflow software. ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Brian Redican

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