Search Results | Showing 21 - 30 of 130 results for "Advice licensee" |
| | | Following its announcement earlier in September, the transaction has been finalised, with Oaktree Capital Management becoming AZ Next Generation Advisory's (AZ NGA) largest shareholder with a $240 million investment. As part of the deal, Azimut retains ... |
| | | | ... advisers undertake reasonable investigations of investment options to detect underperformance and not over-rely on advice licensee product approvals or external research ratings. "Where a product persistently underperforms, advisers should consider whether ... |
| | | | AMP has finalised its divestment of three licensees and support service business to Entireti and AZ NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now ... |
| | | | AMP has given a positive Q3 market update with its platforms business seeing $750 million in net cashflows, up 76%. In addition, MyNorth inflows from independent financial advisers were up 47% for the quarter to $832 million. This has brought platform ... |
| | | | A global investment manager has injected $240 million in AZ Next Generation Advisory (AZ NGA) and will become its largest shareholder. Oaktree Capital Management will help AZ NGA further expand its reach as its growth and succession partner, taking ... |
| | | | AMP will sell its advice licensees and support services business to Entireti and AZ NGA and offload its minority stakes in 16 individual practices. It comes as the advice business reports a net loss of $15 million. Entireti, formerly Fortnum Private ... |
| | | | ... Investments Commission (ASIC) has obtained interim orders from the Federal Court freezing the assets of financial advice licensee United Global Capital and related property investment company Global Capital Property Fund Limited (GCPF). ASIC sought the ... |
| | | | The Joint Associations Working Group (JAWG) says new laws that enable superannuation funds to deduct financial advice fees will have the opposite effect of reducing red tape and can make advice even more unaffordable. Treasury Laws Amendment (Delivering ... |
| | | | An extensive review of processes across superannuation trustees, financial advisers and advice licensees has found very little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance ... |
| | | | The Quality of Advice Review's recommendation to abolish Fee Disclosure Statements would be a major win for financial advisers as many continue to grapple with providing accurate documents to clients. The Financial Advice Association Australia general ... |
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