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Showing 11 - 20 of 51 results for "Retail Advice"

JANA appoints NFP head

KANIKA SOOD  |  MONDAY, 14 DEC 2020
... opening up JANA's advisory and implemented consulting expertise to the wider investment community, initially in the retail advice space and now expanding into the NFP market," Karagianis said. JANA has a significant existing NFP business, which has recently ...

Boutique to open Sydney office

KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
... new role, Curtis will be responsible for Warakirri's relationships in the family office, high-net-worth and retail advice channels in New South Wales and Queensland. He reports to Stuart Devlin, who heads the boutique's distribution. It comes ...

Clime courts Madison Financial Group

KANIKA SOOD  |  MONDAY, 11 MAY 2020
... million on its balance sheet and was willing to acquire advice businesses that come up for sale. However, entering retail advice was not one of its plans - perhaps, until Madison came up for sale. "In terms of acquisitions, so far we have built our private ...

Franklin Templeton boosts retail distribution

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
Franklin Templeton announced a key appointment in its Australian retail advice market business. Paul Ramsay steps into the role of retail key account manager, based in Franklin Templeton's Melbourne office. Ramsay will focus on building and maintaining ...

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
... an acquisition if the heritage of the business is built around wholesale clients. We are not licensed to provide retail advice and hence are not interested in acquiring retail advice businesses," he said. Bristow, who joined Clime last year from MacroVue ...

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
Commonwealth Bank is reviewing options for its CommSec Advisory business, including a potential sale. "As part of our focus on becoming a simpler, better bank, we are currently reviewing a number of options for CommSec's retail financial advice ...

ASIC finalises EU with HSBC

KARREN VERGARA  |  FRIDAY, 22 FEB 2019
... financial advice to customers on 2 March 2018. It confirmed to Financial Standard in July last year that its local retail advice division would shut its doors by September 2018.

Industry fund chief executive moves to life insurer

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... a statement. Nunn has more than 30 years of industry experience including wealth management (life insurance and retail advice) and banking spread in Australian and Asian markets. He has held roles at NAB, CBA, IOOF and AXA. He will relocate to Sydney ...

Sunsuper expands advice business

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
... financial advice and to expand this service across Australia. Joining the $58 billion superannuation fund in its retail advice arm are two new business development managers, Charles Black and Gerard Bailey - both formerly of Colonial First State. The ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... need," he said. Mercer Wealth Management's Luke Fitzgerald described the partnership as significant for Mercer in the retail advice market. Meanwhile, OneVue executive general manager of platform services Lisa McCallum said: "The Nextplan private-label ...