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Showing 251 - 260 of 1152 results for "Alliance"

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
Centrepoint Alliance has formed an agreement with UK-based financial advice technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... analyse it, investigate a range of other strategies, formulate the advice and compile the statement of advice." Centrepoint Alliance head of licensee standards Nicole Alexander, along with Dummett and Ardino, noted the most advised topics are retirement ...

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The Association of Independently Owned Financial Professionals (AIOFP) has formed a strategic alliance with Tax & Super Australia (TSA) in a bid to have a louder voice when lobbying for the industry. The alliance will have a membership base of 10,000 ...

BNY Mellon names country head

KARREN VERGARA  |  TUESDAY, 8 DEC 2020
... at UBS Asset Management Australia; country manager of Pioneer Investments for Australia; and head of distribution at Alliance Bernstein Australia. BNY Mellon head of institutional sales and consultant relations for APAC Deborah Bannon said: "Australia ...

AllianceBernstein Australia eyes ETFs

KANIKA SOOD  |  MONDAY, 7 DEC 2020
The US manager is readying its well-performing $1.2 billion AB Managed Volatility Equities fund for an active ETF debut early next year. The Roy Maslen-managed fund has delivered 9.38% p.a. over five years and -1.59% in the last 12 months. It is was ...

Best managed funds, ETFs named

STAFF WRITER  |  FRIDAY, 4 DEC 2020
... boutique Hyperion's Australian Growth Companies Fund (18.64% for the year and 12.52% p.a. over five years), followed by Alliance Bernstein's Managed Volatility Equities Fund (-1.59% and 9.38% p.a. over five years). In Aussie small caps Macquarie's ...

IOOF ups costs for self-employed advisers

ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
Self-employed financial advisers working with IOOF will have to pay more for the same services under the new IOOF structure which will focus the business on three key pillars in the advice space. Speaking to investors today, IOOF chief advice officer ...

Serious financial crime drops significantly

ELIZA BAVIN  |  THURSDAY, 26 NOV 2020
The abundance of serious financial crime has dropped significantly from last year, according to AUSTRAC's Fintel Alliance operations report. In FY2018/19 15% of the group's operations were in relation to serious financial crime, with the FY2019/20 year ...

Dealer group chief executive departs

ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
The chief executive of an IOOF dealer group has departed as part of the group's restructure after it acquired MLC Wealth. Geoff Kellett has departed Financial Services Partners after two years as chief executive, with IOOF moving towards shuttering ...

Pinnacle boutique wins super fund mandate

KANIKA SOOD  |  MONDAY, 23 NOV 2020
An industry fund has awarded $170 million to an emerging markets strategy from Pinnacle's latest boutique partner. Aikya Investment Management will manage the amount in its global emerging markets strategy for legalsuper, which has been revising ...