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Showing 2301 - 2310 of 9816 results for "Advisers"

Macquarie Wrap reaches new milestone

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
... the platform industry for more than 20 years and through this we've built a deep understanding of what is important to advisers and their clients and we have a proven track record on delivering on those needs," Weber said. "We're proud of this growth ...

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
The Association of Financial Advisers has appointed a general manager of partnerships who joined from AMP. Cameron Burne joined the AFA in March and was most recently a partnership manager at AMP Financial Planning. He spent over eight years with the ...

Global institute launches free expat advice resources

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
A global institute is opening its membership and resources for free to financial advisers who want to service Australian expatriates. The Global Financial Planning Institute (GFPI), which was established in September 2019, provides educational resources ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... delivering market-leading advice technology, as well as leading teams that provide exceptional training and support for advisers," Anderson said. Centrepoint acquired the financial advice software firm Enzumo in 2020. Anderson said that technology investments ...

AMP trims platform fees

KANIKA SOOD  |  THURSDAY, 6 MAY 2021
... transparently" across its wealth product range, and to the practice of competitor platforms using rate cards to attract advisers. "The fee reductions we have announced across our platforms should be seen by clients and financial advisers as a signal ...

Research aims to solve cash conundrum

ELIZABETH MCARTHUR  |  THURSDAY, 6 MAY 2021
... comfortably in Australia right now, they would need $21 million in cash investments. According to Allianz Retire+, financial advisers need to rethink the defensive cash component of retiree portfolios. "Retirement strategies that offer downside protection ...

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
... 2017, and ANZ between 19 September 2017 and 19 November 2018. She is no longer providing financial advice. "Financial advisers must act with honesty and integrity in their dealings with clients. ASIC may ban a financial adviser if it has reason to believe ...

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
A new Sydney dealer group focused on Muslim clients is looking to hire up to 50 financial advisers in the next 12 months, as it nabs MSC Group's chief operating officer to lead the business. Hejaz Financial Services will build a network of both specialist ...

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... financial planning software that is free of charge promises to alleviate the cost of advice. ProductRex helps financial advisers assess superannuation and investment product recommendations by comparing fees and asset allocation between platforms and ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... Services, rebranded in late April when it became an authorised representative of Fortnum Advice. Fortnum has some 230 advisers and $16 billion funds under management. Based in Cleveland, Blue Harbour is led by partners Todd Hitchcock, the chief executive ...