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Showing 331 - 340 of 1152 results for "Alliance"

Centrepoint revenue model improves bottomline

KARREN VERGARA  |  THURSDAY, 22 AUG 2019
Centrepoint Alliance flagged its transition to a new revenue model has been somewhat successful, but the dealer group services provider still found itself in the red, latest financial results show. The ASX-listed firm reported a net loss of $2.2 million ...

Risk advisory firms merge

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
Two practices specialising in risk will merge to become an advisory business with about $55 million in premiums under management. MBS Insurance (MBS) and Complete Risk Analysis (CRA) will join forces in a bid to increase scale and improve efficiencies. ...

Consultancy launches virtual business coaching

HARRISON WORLEY  |  TUESDAY, 30 JUL 2019
Time poor financial advisers can now head online for help from Elixir Consulting. Elixir Consulting launched Evolve Alliance, a virtual business coaching portal for financial advisers in Australia without the time to access the firm's direct business ...

ATO clarifies SMSF death benefit income streams

KARREN VERGARA  |  MONDAY, 22 JUL 2019
... income stream pension to another complying super fund for immediate cashing as a new death benefit income stream. SMSF Alliance principal and SMSF specialist mentor David Busoli said the clarification is "confusing in that it misses a couple of rather ...

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... clients with a network of financial advisers. HUB24 is rolling out its platform to Madison Financial Group and Centrepoint Alliance, as well as an unnamed stockbroking and wealth management firm. There are currently 1625 financial advisers who use HUB24's ...

Association names new chief

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
... the Federal Opposition's proposed changes to franking credits, as the ASA under Judith's leadership joined the Alliance for a Fairer Retirement." SAFAA credited Green with overhauling the association's business processes, stepping up member ...

Remembering Ron Grima

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
... that led by example." Grima started out as a financial adviser before moving into business development at Royal & Sun Alliance Australia in 1993, recruiting and training financial advisers. He then spent two and a half years in a similar role for Lend ...

Instos flex influence over investee companies

KARREN VERGARA  |  THURSDAY, 27 JUN 2019
... how they believe that the companies take their advice on board, he said. The research was conducted with the help of Alliance Manchester Business School, CPA Australia and the Australian Centre for Financial Studies.

Dealer group transitions to fee-based model

KARREN VERGARA  |  TUESDAY, 25 JUN 2019
... of the 2021 deadline and transitioned the majority of its network to a fee-for-service model. ASX-listed Centrepoint Alliance moved 200 out of 226 of its financial advice firms to a new "transparent pricing arrangement" effective July 1. The new service ...

Frontier adds consultant from WTW

ELIZABETH MCARTHUR  |  THURSDAY, 20 JUN 2019
... alignment in our research program," Polson said. "Additionally, Paul will work closely with our global investment research alliance partners, and also provide input to our broader strategy and client relationships through his involvement as a member ...