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Showing 2261 - 2270 of 9816 results for "Advisers"

AUSIEX launches, announces leadership team

KARREN VERGARA  |  TUESDAY, 8 JUN 2021
Commonwealth Bank's former trading platform for financial advisers, now known as AUSIEX, has unveiled its executive lineup after being acquired by a Japanese firm. CommSec Adviser Services (CAS) has rebranded to AUSIEX (Australian Investment Exchange) ...

BT enhances LifeCENTRAL+

KARREN VERGARA  |  MONDAY, 7 JUN 2021
BT's LifeCENTRAL+ can now produce quotes for financial advisers wanting to alter life insurance policies for clients in less than 10 minutes. BT has introduced a new self-service functionality for advisers, providing a quote for the most commonly requested ...

Ignition Advice adds to board

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... convenience," he said. UK wealth manager M&G Wealth appointed the fintech to provide its digital advice offering for its advisers and customers in May. M&G Wealth is part of M&G plc which is a global investment group headquartered in London, England ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... Wealth and AMP. ASX-listed Clime Investment Management acquired Madison in June 2020. At the time, Madison had about 100 advisers with $3 billion in funds under advice and total in-force insurance premiums of $65 million. Johns effectively leads Madison ...

Former adviser hit with three-year ban

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... appeal to the Administrative Appeals Tribunal to review ASIC's decision. His banning has been recorded on ASIC's Financial Advisers Register.

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
The number of authorised financial advisers has officially dipped to 19,922, declining about 11% compared to this time last year. As at June 3, Rainmaker analysis of ASIC's Financial Adviser Register shows that there are currently 2144 active AFSLs. ...

Fisher Investments launches local HNW offering

ELIZABETH MCARTHUR  |  THURSDAY, 3 JUN 2021
... 2013 - but this is its first foray into serving individuals and families. Fisher has been quietly recruiting financial advisers with experience in the high-net-worth space recently and plans to begin soliciting potential clients by mid-year. The firm ...

Research on education standards and morals launches

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... is aiming to determine how formalising educational and ethics requirements impact the moral development of financial advisers is calling for participants. The Western Sydney University is canvassing financial advisers to take part in research via an ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... Asset Management brand across its target market segments of high-net-worth individuals, family offices and financial advisers across Australia," said Poole. Swell AM chief executive and chief investment officer Lachlan Hughes said Poole's broad knowledge ...

Advisers jump onto paraplanning platform

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
A platform that connects financial advisers to paraplanners has onboarded over 250 users in the short time since it launched. Tanngo is streamlining the way advisers source paraplanning staff, growing to 140 advisers and 120 paraplanners since it set ...