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Showing 301 - 310 of 829 results for "Advice Business"

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
AZ Next Generation Advisory (AZ NGA) has acquired a material interest in a risk advice business with offices in Sydney and Brisbane. Certe Wealth Protection is a specialist risk insurance advice business that currently employs four advisers and seven ...

Has COVID-19 solved the advice problem?

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... probably pay somewhere between $1000 and $3000," he said. "But it's much clearer to me that even a higher-end advice business like Shadforth will use some form of those technologies going forward to have a very light-touch advice offering for smaller ...

Dealer group AFSL in limbo

ALLY SELBY  |  THURSDAY, 23 APR 2020
... imposed additional conditions on MyPlanner Professional's AFS licence in December 2017 after it purchased the advice business of MyPlanner Australia. Initially in 2017, ASIC found that MyPlanner was giving poor financial advice to its clients and ...

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 ...