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Showing 271 - 280 of 829 results for "Advice Business"

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 ...

Specialist advice businesses optimal: Barrett

ELIZA BAVIN  |  THURSDAY, 10 SEP 2020
... your structure and strategy and start again." Barrett said it is often very clear in the first meeting with an advice business whether or not they know what they are doing, and what they are working towards. "The way we started our business was very ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... methods." Also commenting, IOOF chief advice officer Darren Whereat said the changes mark the next chapter in the advice business, focused on enhancing client engagement, increasing efficiency and ensuring AFSL sustainability. "The AFSL landscape is ...

ANZ advisers launch advice boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... Evguenia Rutkowski, Jonathan Scukovic, Jason Bell and Peter Feddersen - all of whom worked for ANZ's financial advice business until recently. The firm is currently working with about 89 new clients. It is offering broad-ranging advice to clients of ...

Advice group flees MLC after IOOF takeover

ANNABELLE DICKSON  |  TUESDAY, 1 SEP 2020
... MLC-owned GWM Adviser Services in light of the acquisition by IOOF. The announcement by IOOF to acquire MLC's advice business will see the creation of Australia's biggest advice business by number of advisers at 1884. HFM & Partners managing ...

IOOF posts profit, restructures business

ELIZA BAVIN  |  MONDAY, 31 AUG 2020
... as a result of these changes. In addition, IOOF reported an underlying NPAT of $48.4 million for its financial advice business and $58.1 million from its portfolio and estate administration business. Additionally, it posted UNPAT of $37.7 million for ...

IOOF buys MLC Wealth for $1.4bn

ELIZA BAVIN  |  MONDAY, 31 AUG 2020
... the largest retail wealth manager in terms of funds under management (FUM) totalling $510 billion, the largest advice business with 1884 advisers and the second biggest super provide with funds under administration at $173 billion. Mota said scale will ...

Super fund deputy chief departs

ELIZA BAVIN  |  THURSDAY, 20 AUG 2020
... back in April. Arnott held the role of deputy chief executive since the integration of financial planning and advice business, StatePlus, into the First State organisation in 2019. Prior to that, he was chief executive officer of StatePlus after First ...