Search Results | Showing 21 - 30 of 210 results for "Independent Financial Adviser" |
| | | Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ... |
| | | | Fiducian is betting on the independent financial adviser (IFA) market and its South Australian presence to bolster its inflows as it sets an ambitious plan to exceed its performance reported in the 2023 financial year. The ASX-listed group's latest ... |
| | | | Amid the Financial Adviser Class Action fallout, AMP has suspended its capital return, with a resolution expected by year-end. AMP has set aside a $50 million provision, reflecting its preliminary assessment of potential liabilities associated with ... |
| | | | Natalie Jarvis will join the fund in September to head up its business development function and assist in expanding its financial adviser network. Jarvis joins from Australian Unity where she worked since 2020 and most recently held the position of ... |
| | | | ... business development, client solutions, and product support. Willmer joined Iress in 2015, leading the independent financial adviser client account management team, before becoming head of commercial office and head of transformation office. Before Iress ... |
| | | | GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ... |
| | | | The wealth management industry has broadly welcomed the bulk of the Quality of Advice Review recommendations Labor will prioritise, with many agreeing that the reforms will fix financial advice and ultimately benefit consumers. In releasing the first ... |
| | | | ... the MyNorth platform in Q2 2023. "In our platforms business, our continued strategic focus on the independent financial adviser market is reflected in inflows from IFAs to the North platform being up 30 per cent on the same period last year," George ... |
| | | | ... businesses. In our flagship North platform, we have continued to increase the percentage of flows from the independent financial adviser market." She added that she is proud of the significant progress made in 2022. "We have made several new appointments ... |
| | | | Fiducian saw the number of its financial advisers grow from 66 to 84 representatives in the second half of 2022 and flagged that another five franchises are in the process of joining the fold. Releasing its half-year report on the ASX this morning ... |
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