Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 231 - 240 of 829 results for "Advice Business"

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 ...

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
Australian Wealth Solutions has bowed out of its licence with Garvan Financial Planning after it folded into IOOF and moved across to ASVW Financial Services. AWS attributed the move as part of its long-term strategy to address the needs of clients ...

Lifespan appoints investment expert

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
Lifespan Financial Planning has appointed an industry veteran to its investment committee who will also oversee the dealer group's managed accounts offering. Brian Long joins Lifespan as senior investment specialist for managed accounts. He also takes ...

IOOF completes merger, appoints executives

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... months after announcing the deal, IOOF has integrated MLC Wealth in a move that has also doubled the size of IOOF's advice business to $494 billion in funds under management. A single senior leadership and management structure is now in place. Garry ...

Sydney digital adviser wins UK client

KANIKA SOOD  |  FRIDAY, 28 MAY 2021
A Sydney digital advice business has won a UK wealth management firm with $51 billion in assets as a client. Ignition Advice will provide digital advice to M&G Wealth. M&G Wealth has £28 billion in assets under management and is part of London Stock ...

Advisers filter clients via ethical lens

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
The rise of ethically minded financial advisers has reached the point where clients have been sacked because they do not align with their values. This is according to Zurich risk strategy specialist Adam Crabbe, who is seeing a shift in the emergence ...

Former van Eyk chief charged

JAMIE WILLIAMSON  |  FRIDAY, 21 MAY 2021
... Eyk Research business; asset consulting via the van Eyk Consulting business; financial advisory via the van Eyk Advice business; and funds management via the van Eyk Blueprint Series business. The allegations made by ASIC relate to his conduct as an ...

AMP advice transformation leads exits

KARREN VERGARA  |  FRIDAY, 7 MAY 2021
The change expert hired to transform AMP's financial advice business has left after seven months. Jill Hopkins was the advice transformation program director, appointed in November 2020 as part of the group chief executive Francesco De Ferrari's three-year ...