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Showing 21 - 30 of 76 results for "Advice groups"

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... managed accounts can represent a conflict of interest from vertical integration. This can emerge from financial advice groups putting clients into their own investment model portfolio rather than external products as the adviser receives a management ...

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... Australia working for over 11,000 families. It is owned by IOOF and had 137 advisers at June end. IOOF also owns o ther advice groups including RI Advice (264 advisers), Millennium3 (242), Lonsdale (119) and Bridges Financial Services (193). IOOF reported ...

Praemium strengthens distribution efforts

JAMIE WILLIAMSON  |  THURSDAY, 15 JUL 2021
... Queensland community. "Our team are rapidly growing our reach in Queensland as we work closely with more and more advice groups and her valuable experience will be an asset to the team," he said. The appointments come as Praemium confirmed it plans to ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... stronger than eve r and will continue to improve its offering to clients, despite consolidations and a flurry of advice groups moving between providers. "We are seeing considerable focus on innovation from providers and managers to continue to develop ...

Model portfolio growth up 70%

ELIZA BAVIN  |  MONDAY, 6 JUL 2020
... revealed there are 1003 discrete model portfolios offered by 193 investment managers, research houses and financial advice groups. These models are available across four managed accounts and, on average, create 4129 points of presence in the market. ...

Netwealth, Ironbark partner

ELIZA BAVIN  |  THURSDAY, 7 MAY 2020
... and Ironbark Asset Management have entered into a partnership to deliver managed account solutions to financial advice groups. Netwealth has launched a new managed account solution with Ironbark to provide private label managed account managers with ...

Not buy time yet: Lonsec

KANIKA SOOD  |  THURSDAY, 2 APR 2020
... pool. Lonsec's managed accounts have about $600 million in assets under management and are used by advisers and advice groups. An investment committee composed of senior Lonsec research staff, consultants, and external committee decide the overall investment ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
The government's plan to implement recommendations from the Royal Commission has been met with concern and criticism from financial advice industry groups. Both the Association of Financial Advisers and The Advisers Association have lashed out at ...

ANZ Australia risk chief exits

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2020
... before the Royal Commission in April 2018 and was questioned over a compliance audit of three of ANZ's financial advice groups - ANZ Financial Planning, RI Advice and Millennium3. The audit found 5% of advice provided did not meet the best interests ...

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
... prepares to expand its range of alternative assets in 2020, the platform said. It also follows in a long line of advice groups that have taken up Powerwrap's offering in recent months, including Suetonius Wealth Management, Sanlam Private Wealth, Newport ...