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Showing 21 - 30 of 50 results for "Advice Division"

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
Technology provider Midwinter was selected to provide financial planning software services to the advice division of a major financial services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's ...

Big 4, AMP fork out massive compensation bill

KARREN VERGARA  |  MONDAY, 18 DEC 2017
AMP and the big four banks refunded customers $215.9 million for charging ongoing advice fees that failed to provide actual general or personal advice. ASIC said this was in addition to the fees-for-no-service compensation figures identified in Report ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
The chief executive of a US mutual fund provider and subsidiary to a US$1.7 trillion global investment manager believes the financial services industry cannot go back on its move to independent financial advisers. Speaking at a Morningstar investment ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... channel represents 72% of LifeSolutions sales, which overall increased 16% in FY17. Growth in ClearView's financial advice division saw an underlying NPAT of $2.2 million, up 47%. Advisers across Matrix Planning Solutions and ClearView Financial Advice ...

Ignition Wealth secures BT Panorama deal

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
Investors, advisers and accountants will benefit from a new partnership between Ignition Wealth and one of Australia's largest platforms. Users of BT Panorama will be able to access Ignition Wealth's 360 digital advice solution from Q3 2017, allowing ...

Fiducian grows advice business

KARREN VERGARA  |  TUESDAY, 4 APR 2017
ASX-listed financial services firm Fiducian is expanding its advice division, agreeing to acquire a financial planning business in New South Wales. Fiducian will pay a consideration of $1.15 million, which will lift its funds under advice by an additional ...

New head of advice for industry fund

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
... Poole, a former leader within the fund's planning team, has been promoted to the newly restructured financial advice division. Poole joined Australian Catholic Super in 2011 and has more than 20 years' experience in financial services, largely working ...

Listed advice groups gaining ground

KARREN VERGARA  |  MONDAY, 6 MAR 2017
As banks and major financial institutions are challenged to address set backs across respective wealth and advice businesses, several listed advice groups have shown they are on to a winning model. Growth for Centrepoint Alliance's wealth division is ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... functions as a strategic priority, and the move follows Suncorp exiting advice, Bankwest closing its salaried advice division and NAB selling 80% of its MLC life insurance business to Nippon Life. Speaking to Financial Standard, recently-appointed AdviceIQ ...

Clock ticks for institutional advice licensees

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... service announced it was exiting the industry this week. Following news that Bankwest would be closing its salaried advice division in the coming months, and Suncorp exiting its advice business in 2015, there appears to be an emerging trend at institutional ...