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Showing 11 - 20 of 22 results for "Bendigo Wealth"

Bendigo offloads IOOF stake

LINDA HAUSKEN  |  THURSDAY, 9 AUG 2012
... come," Hirst added. IOOF currently manages approximately $1.3 billion of Bendigo's funds under advice in the form of Bendigo Wealth's full advice offering through the IOOF Pursuit platform.

Inaugural responsible investing platform launched

ELISE BURGESS  |  THURSDAY, 22 MAR 2012
... absolutely fundamental," said Stephen Newnham, director of Australian Ethical. Held at the offices of major sponsors Bendigo Wealth, Bendigo and Adelaide Bank is the wrap's default cash account provider. "Australian investors and financial advisers are ...

Bendigo Wealth opts for scaled advice ahead of FOFA

MELANIE TIMBRELL  |  TUESDAY, 21 FEB 2012
Bendigo Wealth has announced a scaled-advice capability to drive down the cost of financial advice in an effort to address key FOFA issues such as accessibility. In a fact-sheet to planners circulated with the announcement, Bendigo Wealth wrote, "FOFA ...

Bendigo and Adelaide team up with Australia's first RI platform

RACHEL DAVIS  |  TUESDAY, 6 DEC 2011
... rather than just investment returns," said Diego Del Rosso, Senior Manager - Strategic Partners and Alliances at Bendigo Wealth." In addition to offering close to 25 RI funds and over 200 traditional managed funds, the platform will also offer managed ...

Bendigo Wealth acquires AIM Financial Services

RACHEL DAVIS  |  FRIDAY, 25 NOV 2011
Bendigo Wealth has announced the purchase of AIM Financial Services Limited, a boutique Independent Financial Planning business located in Melbourne. Alex Tullio, Bendigo Wealth's Head of Wealth Markets said this acquisition is the first step towards ...

Boutique focus with new super product: Bendigo Wealth

ELISE BURGESS  |  FRIDAY, 30 SEP 2011
Bendigo Wealth has set its sights on independent financial advisers with its new super investment product with ten active and index funds, a cash option, one admin fee of $98 and fully flexible insurance options. The Bendigo SmartStart Super, to be ...

Bendigo Wealth strengthens distribution capabilities

RACHEL DAVIS  |  TUESDAY, 6 SEP 2011
Bendigo Wealth has made three new senior distribution appointments, completing its realignment of the team. Diego Del Rosso has been appointed senior manager, strategic partners & alliances. Del Rosso has over 17 years of financial services experience ...

Bendigo Wealth plays part in group profits

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
The recently formed Bendigo Wealth made a 14% contribution to Bendigo and Adelaide's $342 million full year profit for 2010/2011. The wealth management division was officially launched in April, offering margin lending, cash, investment, managed fund ...

Bendigo Wealth expands, restructures with seven senior appointments

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
Bendigo Wealth has restructured to prepare for the future of financial advice reforms with a raft of new appointments and new products on the way. The wealth management arm of the Bendigo and Adelaide Bank, officially launched in April, has taken a ...

Signature scam adviser banned for life: ASIC

ALISON BEVEGE  |  FRIDAY, 27 MAY 2011
... been brought against King, ASANDAS, Stripe Capital and margin lending firm Leveraged Equities, which is part of Bendigo Wealth, a subsidiary of Adelaide and Bendigo Bank. Leveraged Equities is understood to have had no relationship with the other entities ...