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Showing 261 - 270 of 829 results for "Advice Business"

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 ...

Rice Warner hires former First State deputy chief

KANIKA SOOD  |  MONDAY, 23 NOV 2020
... pricing, member administration and advice solutions. Arnott was also the chief executive of First State's advice business. "Graeme is an excellent addition to the Rice Warner team with his experience in the operational aspects of investments and ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
The use of technology will be crucial to the sustainability of advice firms, new research shows. The Financial Planning Association's (FPA) recent survey undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe ...

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 ...