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Showing 11 - 20 of 88 results for "Advice 4 U"

ClearView launches risk product suite

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
After a year in the works, ClearView Wealth unveiled a new suite of life insurance products that come with significant changes to income protection. ClearView ClearChoice aims to address the shortcomings in existing solutions and meet the evolving needs ...

ClearView kicks off strategic review

KANIKA SOOD  |  FRIDAY, 3 SEP 2021
A week after selling its advice unit, ASX-listed ClearView has announced a strategic review of the business supported by its private equity shareholder. ClearView said the review's focus is to maximise shareholder value. It was announced after an evaluation ...

IOOF posts $143.5m loss for FY21

KANIKA SOOD  |  THURSDAY, 26 AUG 2021
IOOF reported an underlying net loss after tax of $143.5 million for FY21, as it cleans out legacy arrangements and integrates recent acquisitions. Revenue for the year was $769.9 million (up 31%), of which $69.1 million came from MLC and $700.8 million ...

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
ClearView is divesting its financial advice business for $15.2 million to another ASX-listed firm. Centrepoint Alliance will acquire ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. The ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
Sequoia Financial Group continues to benefit from the highly competitive sector of financial adviser support services, which doubled its revenues in the last two years. Sequoia's wealth division, which provides licensee services to over 400 authorised ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
AIA Australia's newly launched advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold. The life insurer has set up AIA Financial Wellbeing, led by Pina ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
Among the changes announced this morning, AMP is putting an end to all Buyer of Last Resort (BOLR) arrangements at the end of the year and giving advisers the freedom to leave the network with their clients from 2022. As part of a new service model ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
The head of advice at Madison Financial Group has been promoted to general manager in a newly created role. Jaime Johns takes on the new role after leading the advice unit for two years. She joined the group as national manager of advice and business ...

AMP chair faces shareholder ire

KARREN VERGARA  |  FRIDAY, 30 APR 2021
AMP chair Deborah Hazelton has dodged heavy-hitting questions from shareholders who demanded transparency on the firm's failure to reign in chaotic leadership changes and why they are the last to know about significant announcements. Shareholders ...

ASIC extends advice relief measure

KARREN VERGARA  |  THURSDAY, 15 APR 2021
ASIC is extending the relief measure that allows financial advisers to provide a Record of Advice (ROA) rather than a statement of advice (SOA) until October 15. The decision to extend the relief measure came after consulting with the industry, the ...