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Showing 291 - 300 of 816 results for "Advice Business"

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
Fiducian Financial Services has acquired a financial advice business with $56 million in funds under advice. The unnamed advice business is located in Gippsland, Victoria and will see Fiducian's offices in Sale and Traralgon merge. The acquisition is ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
Morningstar has released a digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature ...

ASIC winds up three financial services companies

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
ASIC has announced it recently obtained wind up orders for three financial services companies, including two financial advice businesses. The Federal Court of Australia in Melbourne handed down the orders to wind up Australasia Wealth Services and Management ...

ASIC cancels slew of AFSLs

JAMIE WILLIAMSON  |  FRIDAY, 3 APR 2020
... of the licensee formerly known as MyPlanner Australia. The Gold Coast-based licensee transitioned its financial advice business to MyPlanner Professional Services in February 2017. The licensee caught ASIC's eye later that year, and additional conditions ...

YBR national advice lead moves to Interprac

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
... Brick Road national advice manager Sharon Walker has moved to Interprac as part of its acquisition of the YBR advice business. Walker moved into the role of practice development manager at Interprac in March. Interprac managing director Garry Crole said ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
ASX-listed wealth and advice business Fiducian has assured its shareholders that none of its investors or superannuation members have been disadvantaged so far amid the COVID-19 pandemic. Work is currently ongoing for the acquisition of new financial ...

IMAP not anticipating regulatory overhaul

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
... managed accounts. "We have had very good engagement with FASEA. We provided them with a working example of an advice business using managed accounts, where they acted as a portfolio manager, in association with an ASIC consultant," Potter said. "That ...

Iress swoops on UK pension researcher

HARRISON WORLEY  |  WEDNESDAY, 18 MAR 2020
Financial services software provider Iress picked up a UK-based investment and pension research software provider boasting over 2000 clients. Iress has acquired the UK's O&M Systems, an investment and pension research software provider with more than ...

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
... will sell its financial planning business to Bridges, effective May 1. The sale sees Bridges take over IMB's advice business assets and provide ongoing advice services to IMB members through an exclusive referral arrangement. All IMB clients will ...

MLC Asset Management appoints fixed income head

KANIKA SOOD  |  THURSDAY, 12 MAR 2020
NAB's MLC Asset Management has named a new head for its Antares fixed income business, with the outgoing head to stay with the business. Mark Kiely will move into the role at end of this month. Outgoing head of Antares fixed income Ken Hyman will ...