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Showing 311 - 320 of 816 results for "Advice Business"

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
Apt Wealth Partners, a national financial advice business with more than $1.5 billion in funds under management, has acquired a Melbourne-based advice firm. Apt Wealth Partners has acquired Semaphore Private. The acquisition will see James McGregor ...

J.P. Morgan wins custody mandate

ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
... year relationship with the $34 billion public sector fund. Wright, formerly the head of BT Financial Group's advice business, joined Xplore in September. He made his intentions for the company clear in November, telling Financial Standard he is focusing ...

ASIC alters adviser levy

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
The Financial Planning Association of Australia head of policy and standards Ben Marshan has pointed out that ASIC has quietly altered the per adviser levy recently. Marshan told Financial Standard that financial advice businesses which have budgeted ...

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... We've seen major increases to compliance requirements imposed upon practices, making it more difficult to run an advice business and still turn a profit. And sadly, we've seen many financial advisers who have dedicated decades of their lives ...

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
Ord Minnett has confirmed its chief executive has resigned from his role at the helm of the wealth management giant, after leading the firm for 10 years. Tim Gunning joined Ord Minnett in 2009 as chief executive and managing director and was responsible ...

Integration of super advice business completes

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... are expected to leave the fund in the process of the integration. First State announced the integration of the advice business was nearing full completion in April and said the move would make financial advice more accessible for members. StatePlus chief ...

Advice dealer group rebrands

HARRISON WORLEY  |  MONDAY, 9 DEC 2019
Following its acquisition by Sargon last year, Madison Financial Group is rebranding. From March 2020, Madison Financial Group will be known as Sargon Adviser Services, as the Sargon subsidiary continues to incorporate itself within the technology company. ...

ETF investing at record highs: Report

ELIZA BAVIN  |  THURSDAY, 5 DEC 2019
... unprecedented regulatory scrutiny on their practices, financial advisers are increasingly adopting ETFs within their advice business," Vynokur said. The report found the number of SMSFs using ETFs has also grown, up 6% since 2018 to a total of 135,000 ...

FASEA under pressure on managed accounts

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
... example to FASEA as a means of seeking clarity on the issue. IMAP sent an example to FASEA which runs through an advice business with its own AFSL, a broad approved product list and over 1000 clients which began offering multi asset class, multi manager ...

Advisers serious about licensee due diligence

JAMIE WILLIAMSON  |  WEDNESDAY, 20 NOV 2019
Financial advisers are now meeting with as many as 10 licensees before choosing a new home. This is according to HUB24 dealer group Paragem, which said advisers have doubled down on due diligence when it comes to selecting a new licensee, interviewing ...