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Showing 231 - 240 of 815 results for "Advice Business"

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... Todd Kardash. Kardash said the appointment reflects the company's commitment to building a scalable financial advice business. "We are not seeking thousands of advisers but rather our focus is on creating a select community of quality professional businesses ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
Three former MLC firms are joining Count Financial, as its network of financial advice businesses continues to expand. It comes after four former IOOF firms joined Count on March 17. The three former MLC firms joining Count are: Sapphire Coast Financial ...

REA Group to acquire Mortgage Choice

ELIZABETH MCARTHUR  |  MONDAY, 29 MAR 2021
... Mortgage Choice chief executive Susan Mitchell confirmed the transaction would not alter Mortgage Choice's financial advice business, FinChoice. "The REA Group transaction does not alter FinChoice's position. Independent of the acquisition, FinChoice ...

Aware to restructure advice offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 MAR 2021
... profit-to-member fund we're doing the right thing by managing this proactively - including through the ongoing review of our advice business and where our offices are located to ensure it reflects member demand." In the past year, Forman said Aware's ...

Former AMP adviser in enforceable undertaking

ELIZABETH MCARTHUR  |  MONDAY, 15 MAR 2021
... residential property through their SMSFs - and Park Trent Properties allegedly benefited from that. Thorne's SMSF advice business was called Saber Superannuation. She also owned an accounting practice, Saber Accountants, and she recommended that her ...

The future of quality advice: SMSFA

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) National Conference, Deloitte director of wealth advisory ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
Count Financial has announced three new firms have been added to its national network of advice businesses. Plan Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne are the three newest firms in the CountPlus-owned licensee. ...

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
Cornerstone portfolios will be made available on BT Panorama for Invest Blue clients. Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm's client ...

Perpetual introduces new family office team

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... Perpetual team," he said. Perpetual Private group executive Mark Smith said the creation of the new team is key to the advice business. "Our breadth of services and commitment to deep client relationships underpins everything we do, so extending our ...

Wage subsidy needed for new entrants: AFA

JAMIE WILLIAMSON  |  THURSDAY, 4 FEB 2021
The Association of Financial Advisers has called on the government to provide a wage subsidy to financial advice practices to encourage employment of new entrants needing to complete their professional year. In its pre-Budget submission, the AFA has ...