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Showing 281 - 290 of 816 results for "Advice Business"

MLC Wealth appoints chair

ELIZA BAVIN  |  TUESDAY, 2 JUN 2020
A former chief executive of BT Financial Group has been named independent non-executive chair of MLC Wealth. Robert Coombe has been named to take on the role, effective 1 July 2020. NAB chair Philip Chronican said the appointment to the board of National ...

MLC launches new advice business

JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
MLC has introduced a new advice business to the market, retiring the Apogee, Garvan and Meritum brands and appointing a general manager to lead the venture. Following on from the announcement in August last year that Apogee, Garvan and Meritum would ...

Processes are the problem, not people: Count Financial

ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
The majority of the problems faced by practices in delivering advice efficiently can be attributed to process issues not people, according to Count Financial. Countplus acquired the Count Financial from the Commonwealth Bank late last year for just ...

Clime courts Madison Financial Group

KANIKA SOOD  |  MONDAY, 11 MAY 2020
Sydney's Clime Investment Management has emerged as a bidder for Madison Financial Group, which is currently in the process of being sold by OneVue. Madison, which is home to about 100 advisers, was previously owned by Sargon Capital but fell into ...

AMP defends hefty remuneration bill

ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
... when 440 advisers left the network last year, however he did not specify. "We are very committed to running the advice business going forward," was all he said. "We are mindful of the client impact and have processes and procedures in place to ensure ...

Macquarie advice shift offers mixed results

HARRISON WORLEY  |  FRIDAY, 8 MAY 2020
... million fatter at $3 billion in assets under management. According to Macquarie, the decision to realign its wealth advice business towards high-net-worth clients has in-part paid dividends, thanks to a reduced average headcount which slashed the firm's ...

Advice, but not as you know it

ELIZA BAVIN  |  THURSDAY, 7 MAY 2020
While it is probably too soon to know the full impact the COVID-19 crisis will have on the future of advice, it is fair to say it may not look the same when all's said and done. Speaking to Financial Standard chief executive of JANA, Jim Lamborn, said ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
AZ Next Generation Advisory (AZ NGA) has acquired a material interest in a risk advice business with offices in Sydney and Brisbane. Certe Wealth Protection is a specialist risk insurance advice business that currently employs four advisers and seven ...

Has COVID-19 solved the advice problem?

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... probably pay somewhere between $1000 and $3000," he said. "But it's much clearer to me that even a higher-end advice business like Shadforth will use some form of those technologies going forward to have a very light-touch advice offering for smaller ...

Dealer group AFSL in limbo

ALLY SELBY  |  THURSDAY, 23 APR 2020
... imposed additional conditions on MyPlanner Professional's AFS licence in December 2017 after it purchased the advice business of MyPlanner Australia. Initially in 2017, ASIC found that MyPlanner was giving poor financial advice to its clients and ...