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

Search Results

Showing 251 - 260 of 816 results for "Advice Business"

Fiducian looks to gain from change

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The ASX-listed financial advice group has said it expects ongoing change in the industry to enhance its opportunities to acquire new businesses, as it considers a pipeline of growth prospects. In an update to the ASX, Fiducian said a number of established ...

ClearView flags future with HUB24

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... focussed on expanding its relationships with independent financial advice and operating a self-sustaining financial advice business. The launch of La Vista Licensee Solutions two years ago was flagged by ClearView as part of its strategic focus on the ...

Gwen Fletcher Award winner named

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... its prestigious biannual Gwen Fletcher Memorial Award. Jacob McCudden from Back to Back Financial Planners, an advice business based in the regional town of Young in New South Wales, took home the gong for semester two 2020. The Gwen Fletcher Memorial ...

Iress delivers on advice, super

ELIZA BAVIN  |  THURSDAY, 5 NOV 2020
... Pacific region was up 8% year on year reflecting demand for Xplan and super solutions, it said. The Australian advice business delivered over 500 client conversations in the year to date. Deployment of Iress' super admin solutions to ESS Super and Guild ...

IOOF appoints executive, continues growth push

ELIZA BAVIN  |  THURSDAY, 29 OCT 2020
... business update, which showed FUMA is now at $202.8 billion as at September 30. The company said net inflows from its advice business of $110 million, excluding $450 million flow from IOOF aligned licensees to IOOF alliances. Its portfolio and estate ...

HUB24 to acquire Xplore, offloads Paragem

ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
... announced a series of significant transactions, including plans to acquire Xplore Wealth and the sale of its financial advice business. Paying $60 million for Xplore, the platform provider said the proposed acquisition through a scheme of arrangement ...

QSuper head of advice exits

KARREN VERGARA  |  TUESDAY, 20 OCT 2020
... been "instrumental in delivering industry-leading outcomes and services for our members". Prior to leading the advice business, Hughes was the chief of member support and advice, and head of product and service for the fund. She helped run the life insurance ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... blend tactical asset allocation. "We're looking to boost the availability of MDAs to the adviser community, as advice business and adviser use of managed accounts and portfolios increases. Adding 30 of our model portfolios to one of the fastest-growing ...

ASIC provides relief to Victorian advisers

ALLY SELBY  |  TUESDAY, 22 SEP 2020
The corporate watchdog has shifted to a no-action position on fee disclosure statements and renewal notice obligations for financial advice businesses in Victoria. The no-action applies to AFS licensees and representatives where their business is solely ...

CFS partnership to sustain advice industry

ANNABELLE DICKSON  |  FRIDAY, 11 SEP 2020
Colonial First State has entered into a partnership with graduate coaching provider Striver in order to drive graduates into the financial advice industry. The partnership will see CFS assisting university graduates with support through education, mentoring ...