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Showing 11 - 20 of 44 results for %22Financial Advice Mortgage Solutions%22

New advice compliance solution launches

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
MyNextAdvice will develop additional solutions to help the financial advice and mortgage broking industries with compliance obligations. Using client feedback, MyNextAdvice says it will be able to mitigate complaints. It is a cloud-based service that ...

YBR exits wealth, sells for $2.5 million

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... become licenced advisers of Interprac (which holds an AFSL within the Sequoia Group). Rainmaker analysis of the ASIC Financial Adviser Register shows that YBR had 58 advisers in the middle of December and that number has not yet changed following the ...

AMP combines business units, appoints new boss

KANIKA SOOD  |  THURSDAY, 10 OCT 2019
... Bank solutions with wealth management [and] fix legacy issues in Australian Wealth management including reshaping aligned advice and simplifying super," AMP said in August 8 company filings.

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... elected to lead the Victorian arm of the Institute of Public Accountants. Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of the IPA; a role Zervides said he is pleased to be taking ...

ANZ culls sales incentives for planners

KANIKA SOOD  |  MONDAY, 7 MAY 2018
... hearings and ahead of IOOF acquisition, chief executive Shayne Elliott admitted the bank had failed some of its financial advice customers. "We know it has taken too long for changes to occur, so where we see solutions we will act. That's why we are ...

IOOF flags ANZ Wealth results ahead of acquisition

ALEX BURKE  |  WEDNESDAY, 2 MAY 2018
... being included in the 1H17 results, strengthening of claims provisioning in 1H18 and lower new business volumes in ANZ Financial Planning. Average funds under advice in ANZ Financial Planning dropped by 2% on the prior corresponding period to $10.6 billion. ...

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
... budgeting services creates additional value for advisers by giving them and their clients greater visibility of actual financial behaviour." "Those direct insights help advisers have deeper conversations with clients and be more highly responsive to ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
A national financial advice firm added its third office, acquiring an advice business on the New South Wales Central Coast. Eureka Whittaker Macnaught purchased Ken Mann's Regional Financial Solutions practice, complementing its existing presence in ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... Advisers' 2017 National Adviser Conference centred on adaptive change and brought together Australia's leading financial advice practitioners to discuss advancing the industry well beyond its professional status. More than 650 delegates filled RACV Royal ...

ANZ sells life insurance business for $2.85 billion

ALEX BURKE  |  TUESDAY, 12 DEC 2017
... ANZ will retain its New Zealand business along with its lenders mortgage insurance, general insurance distribution and financial planning arms. ANZ noted that as at 30 September 2017, total life in-force premiums were $1.7 billion. The annual profit ...