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Showing 241 - 250 of 819 results for "Advice Business"

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 ...

IOOF buffeted by advice restructure

ELIZA BAVIN  |  THURSDAY, 28 JAN 2021
IOOF has seen over $1 billion in outflows from its advice business in the second quarter due to its business transformation program known as Advice 2.0. The company's funds under management saw losses of $400 million in the quarter to 31 December 2020. ...

Industry fund operations chief exits

KARREN VERGARA  |  MONDAY, 18 JAN 2021
The former chief operating officer of WA Super has left following the superannuation fund's merger with Aware Super. Paul Owen joined WA Super in 2006 and after seven years moved into the client services role, where he was responsible for managing financial ...

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... over 100 advisers, Atrium Investment Management which had $1.7 billion in assets under management, and another advice business called Retirement Victoria. Blackledge has worked as Fitzpatricks Group's chief financial officer and chief operating officer ...

ACCC gives IOOF go ahead

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... the largest retail wealth manager in terms of funds under management (FUM) totaling $510 billion, the largest advice business with 1884 advisers and the second biggest super provide with funds under administration at $173 billion.

AMP appoints advice transformation manager

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
AMP has announced a key appointment in the transformation of its financial advice business. Jill Hopkins has been appointed advice program transformation manager. "Jill has extensive knowledge of the financial advice industry and is playing a key role ...

WA Super trio launches boutique

KANIKA SOOD  |  MONDAY, 7 DEC 2020
WA Super's former chief investment officer Chris West and two others have launched a new investment consultancy, following the completion of its merger with Aware Super. Context Capital will provide investment advice to advice businesses, wealth ...