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Showing 201 - 210 of 267 results for "Advice group"

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
Recent high-profile mergers and acquisitions of aligned advisers by independent groups are a sign of a growing trend. In the past three months, former ANZ managing director of advice and distribution Paul Barrett's firm AZ Next Generation Advisory (AZ ...

Accountants flood independent licensee

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... Wealth said that so far the limited license has been the most popular option for accounting practices joining the advice group over the last year. Co-founder Greg Holman said that growing demand for the group's two-day RG146 courses has forced the group ...

mFund doubles size in 6 months

LAURA MILLAN  |  THURSDAY, 2 JUL 2015
The ASX's mFund platform doubled its funds under management in the last six months and has just added a fixed income high yield fund. Bentham Asset Management High Yield Fund is the latest addition to mFund Settlement Service. The platform has now 95 ...

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 ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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