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Showing 221 - 230 of 267 results for "Advice group"

Netwealth unveils key changes to advice business

LAURA MILLAN | FRIDAY, 27 JUN 2014

Netwealth Advice Group is making key changes to its leadership after Pathaway Licensee Services general manager left to pursue another opportunity. Kate Humphries has been the general manager of netwealth-owned Pathway Licensee Services for two and ...

Race among the advice giants: MAX

MICHELLE BALTAZAR | MONDAY, 16 JUN 2014

AMP, ANZ Wealth and Commonwealth Bank are the formidable trinity of industry consolidators in financial planning, according to the latest mergers and acquisitions report by Rainmaker. Rainmaker Research has collected data on the mergers and acquisitions ...

Kearns steps down as Centric Wealth CEO

JAMES FERNYHOUGH | THURSDAY, 22 MAY 2014

Phil Kearns has announced he will step down as chief executive of advice group Centric Wealth two months after the company was acquired by fellow non-aligned advice group Findex Australia. Kearns, who joined Centric in June 2011, will be replaced by ...

RI Advice launches estate planning service

JAMES FERNYHOUGH | MONDAY, 24 MAR 2014

ANZ-owned dealer group RI Advice Group has launched an Estate Planning Program to be used by its network of 170 plus advisers. Head of RI Advice Group, Darren Whereat said the new program is intended to reach the next generation of current clients ...

MLC appoints new GM of advice groups

JAMES FERNYHOUGH | MONDAY, 24 MAR 2014

MLC has appointed Ross Barnwell as its new general manager of advice partnerships, replacing Peter Smith. In his new role Barnwell will oversee MLC's aligned advice dealerships, including Apogee, MLC Financial Planning, Godfrey Pembroke, Garvan Financial ...

First Financial joins BT Select

LAURA MILLAN | THURSDAY, 27 FEB 2014

Melbourne-based advice group and former financial services division of Crowe Horwath First Financial has joined BT Select. First Financial was established in 2013 following a 50% joint venture with Crowe Horwath. First Financial has $1.1 billion in ...

S&P DJI eyes aligned advice groups with new role

JAMES FERNYHOUGH | FRIDAY, 21 FEB 2014

S&P Dow Jones Indices (SPDJI) is recruiting for a role as part of a move to tap into the aligned financial advice dealer groups with its exchange-traded fund (ETF) indices. Until now the bank-aligned advice sector has proved difficult for ETF providers ...

Ausbil appoints external auditor to investigate fund fees

LAURA MILLAN | WEDNESDAY, 19 FEB 2014

... fund on hold and took it out of the Genesys model portfolio, an AMP spokesperson told Financial Standard. AMP-owned advice group Genesys offers a model portfolio to its advisers. Since the fund was placed on hold and new investors could not get in, the ...

Advice insto ownership steps up post GFC

ALEX DUNNIN | MONDAY, 11 NOV 2013

One-quarter of financial advisers are in licensees that have changed ownership since the GFC and 80% of affected advisers have gone into advice groups owned by the big six bancassurance groups, reveals the 2013 Rainmaker Financial Planning Report. "The ...

netwealth Advice names head of operations

JAMES FERNYHOUGH | TUESDAY, 29 OCT 2013

netwealth Advice Group has appointed a new head of operations in the shape of former licensee relationship manager at Premium Wealth Management, Roz Kaye. Kaye will oversee the operations of netwealth Advice Group and its three business lines, Pathway ...

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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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