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Showing 271 - 280 of 817 results for "Advice Business"

Advice firm partners with mortgage aggregator

ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
... Mortgage Solutions (FAMS). FAMS said the new business will bring together everything a professional financial advice business needs to deliver debt advice and mortgage broking. "Client value needs to be proven more than ever and advice will need to go ...

CBA ups remediation bill for advice

ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
The Commonwealth Bank of Australia has announced an extra $300 million has been added to its remediation bill in relation to ongoing service fee and customer remediation costs. CBA said it is constantly addressing the full range of remediation issues ...

Advisers file class action against AMP

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JUL 2020
... difficult but necessary decisions to ensure we adapt to the new environment and continue to have a strong, viable advice business for clients." "We recognise the changes are challenging for many in our adviser network, and we're providing support to ...

AMP advisers low priority for ASIC

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 JUL 2020
Senator Deborah O'Neil has revealed she was told by ASIC that AMP's Buyer of Last Resort (BOLR) agreements being altered and subsequently slashing the value of advice businesses was not a priority for the regulator. In a letter to the chair of the Parliamentary ...

Advice head leaves ANZ

ELIZABETH MCARTHUR  |  MONDAY, 6 JUL 2020
ANZ has confirmed the departure of its head of advice and operations. Darrel Caulfield took to LinkedIn to farewell ANZ, saying it had been a privilege to work for the company. "ANZ has been a big part of my life and has provided significant opportunities ...

MLC general manager departs

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
... Michael Downey left his role with the business last week. Taking to LinkedIn, Downey said he is confident the MLC advice business is set up for success in the years ahead. "I'd like to think our teams have always advocated for advice, our advice licensees ...

New advice compliance solution launches

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
MyNextAdvice will develop additional solutions to help the financial advice and mortgage broking industries with compliance obligations. Using client feedback, MyNextAdvice says it will be able to mitigate complaints. It is a cloud-based service that ...

Managed accounts demand rises: Zenith

ELIZA BAVIN  |  TUESDAY, 23 JUN 2020
Zenith Investment Partners said demand for its managed accounts services grew amid the uncertainty and volatility in investment markets sparked by the COVID-19 pandemic. Zenith chief executive David Wright said it was not unexpected that advice firms ...

Vanguard adds to Aussie executive lineup

ALLY SELBY  |  FRIDAY, 19 JUN 2020
... role for over three years, and will now step into a newly created role within Vanguard Group's enterprise advice business. Mighton has worked with Vanguard for over 16 years, across the United States, United Kingdom and Australia. Kolimago recognised ...

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
Former head of wholesale sales for Fidelity's Australian business has joined a Sydney managed accounts provider as it looks to expand its customised SMA offering with independent financial advisers. Andrew Mathie has joined Atticus Wealth as its head ...