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Showing 2481 - 2490 of 9816 results for "Advisers"

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... our selection of Apt Wealth Partners," Tate-Lovery said. "Clients will continue to receive services from their current advisers, as well as access to a range of enhanced services and investment offerings, such as environmental and social investment and ...

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... meaning they are an excellent fit for the CountPlus network," he said. Last week, Godfrey Pembroke firm Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from the MLC ...

Hume promoted to cabinet

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... said. During this time, Hume has been a key playing in introducing plans to remove grandfathered commissions to financial advisers, the Protecting Your Super Package and extending the time for advisers to complete the Financial Adviser Standards and ...

IOOF, BT end platform relationship

ANNABELLE DICKSON  |  FRIDAY, 18 DEC 2020
... a new raft of super and investment products. BT will continue to provide platform and related services to clients and advisers that have a relationship with IOOF. IOOF will receive a payment of $80 million as per the master relationship agreement with ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
A total of 2802 financial advisers have departed the industry in 2020, with just 60 new advisers joining, according to Rainmaker analysis of the Financial Adviser Register. AMP Financial Planning lost the most advisers of any AFSL this year, with 323 ...

What you read in 2020

JAMIE WILLIAMSON  |  FRIDAY, 18 DEC 2020
... calculating the impact nationwide shutdowns would have on funds under management and their wider memberships. 2. 916 advisers gone in three months, ASIC responds (May 21) Rainmaker analysis of the ASIC Financial Adviser Register revealed that 1488 advisers ...

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... it might have been fair for the average financial adviser to go into 2020 less than optimistic. As the pandemic hit, advisers had the tough job of guiding clients through extreme market volatility while getting used to meeting clients over Zoom rather ...

OneVue expands access on Xplan

ANNABELLE DICKSON  |  THURSDAY, 17 DEC 2020
... give access to quoted managed funds to investors on OneVue's registry. In addition, the expansion will give financial advisers direct access to buy, sell and report all managed funds on the registry through Xplan. The access will give fund managers and ...

AIA to launch income protection product

KARREN VERGARA  |  WEDNESDAY, 16 DEC 2020
... that it also poses far less risk in the event of unexpected premium increases. "The early launch is designed to ensure advisers can begin transitioning their education, business and customers ahead of the APRA guidelines becoming an industry standard ...

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
A second advice practice has left the MLC Wealth dealer group ahead of the merger with IOOF. Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. ...