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Showing 211 - 220 of 816 results for "Advice Business"

Milford adds to team

KANIKA SOOD  |  FRIDAY, 30 JUL 2021
The $13 billion Trans-Tasman boutique had added two to its Australian distribution team, hiring from Macquarie and Bennelong Funds Management. Matt Bills has joined as Milford Asset Management as the regional manager for Victoria, South Australia and ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
AIA Australia's newly launched advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold. The life insurer has set up AIA Financial Wellbeing, led by Pina ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The wealth manager recorded significant outflows in its financial advice business as advisers departed following its transformation strategy. Financial advice recorded $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... expansion of that relationship and includes an advice referral arrangement for life insurance to AIA. AIA's new advice business will be called AIA Financial Wellbeing and offer personal advice to customers of the bank with life insurance and simple ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
The SMSF Association has welcomed back its former director following the completion of the Retirement Income Review and appointed BT's head of financial literacy & advocacy to its board. Deborah Ralston and Bryan Ashenden have been appointed as non-executive ...

Praemium strengthens distribution efforts

JAMIE WILLIAMSON  |  THURSDAY, 15 JUL 2021
A former head of wholesale at Fidelity is joining the platform provider's distribution team. Andrew Mathie is now a regional manager at Praemium, responsible for New South Wales. He brings more than 20 years' experience in wealth management, most notably ...

Advice engagement jumps during COVID-19

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
A new study finds that the coronavirus pandemic has raised awareness about the importance of financial advice and prompted more Australians to engage with their adviser. A study by ASX-listed firm ClearView shows that demand for financial advice is ...

IOOF hires from AustralianSuper

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... 406 financial advisers to IOOF and making key appointments. The merger has also doubled the size of IOOF's advice business to $494 billion in funds under management.

Court orders new group definition in CBA advice class action

KANIKA SOOD  |  WEDNESDAY, 23 JUN 2021
Clients who claimed Commonwealth Bank financial advisers put them in expensive CMLA life insurance policies instead of cheaper alternatives have been asked to work to a new group definition. The group proceedings were filed by Diana Tyrrell and Edward ...