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Showing 11 - 20 of 202 results for "IFA"

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... he joins from Warakirri Asset Management. At the multi-boutique investment management group, Curtis looked after wholesale IFA and private wealth segments, family offices, and direct high-net-worth wholesale investors. He joined fund manager Warakirri ...

Ellerston Capital hires investment specialist

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... a national account manager to further strengthen its national distribution efforts. In this role, Salamon will oversee the IFA channel with a focus on growing FUM and widening Ellerston's adviser network. Salomon brings with her over 17 years of ...

Vale Greg Bright

JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2024
... introduced several publications dedicated to the financial services industry. His titles included Ethical Investor, I &T News, IFA, Investor Supermarket, Investor Weekly, IO&C News, Master Funds Quarterly, Professional Planner, Super Review, and Top ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... supported by the move from commissions to annual fees, increase of clients per adviser, and need for advice increasing in the IFA space. During the period, Sequoia acquired Castle Corporate, Castle Legal, Clique Paraplanning, and Australian Business ...

Fiducian posts strong result, share price jumps

ANDREW MCKEAN  |  THURSDAY, 15 AUG 2024
... platforms for its financial advisers are now complemented by its offering for the external independent financial adviser (IFA) market. "We have proven the capability of our platform administration system which is comfortably coping with the different ...

NGS Super refreshes investment team, promotes three

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
NGS Super has revamped its investment team, creating a new deputy chief investment officer role and promoting two staffers within its ESG and responsible investment unit. Michael Mi was promoted to the newly created role of deputy chief investment officer. ...

AMP North adviser inflows rise 22%

ANDREW MCKEAN  |  THURSDAY, 18 APR 2024
AMP North inflows from independent financial advisers (IFAs) increased 22% as its platforms business' assets under management (AUM) increased to $74.3 billion. In a quarterly business update, AMP reported that net cash inflows to platforms increased ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
Reforms underway to expand financial advice will have positive ramifications for the SMSF and APRA-regulated sectors as it will ultimately uplift outcomes in the retirement phase for all Australians, industry experts say. The first day of the annual ...

Commonwealth Bank slapped with $10.3m fine for wage theft

ANDREW MCKEAN  |  FRIDAY, 16 FEB 2024
Commonwealth Bank was fined $10.3 million by the Federal Court for its involvement in wage theft which led to $16 million in underpayments to over 7400 workers. The case emerged after the Finance Sector Union (FSU) uncovered the bank's systematic ...

AMP reports boost in IFA flows, mulls advice unit options

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
... it reports another loss. In the first half of the 2024 financial year, the wealth firm recorded a 33% year on year jump in IFA flows into its flagship North platform. North's managed portfolios reached $13 billion in AUM at the end of 2023. The platforms ...