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Showing 21 - 30 of 210 results for "Independent Financial Adviser"

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
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 eyes IFAs, South Australia for inflows

KARREN VERGARA  |  MONDAY, 14 AUG 2023
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 ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
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 ...

Aware Super hires business development lead

CASSANDRA BALDINI  |  THURSDAY, 10 AUG 2023
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 ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... 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 snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
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 ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
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 ...

AMP wealth management AUM grows $2bn

ANDREW MCKEAN  |  WEDNESDAY, 19 APR 2023
... 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 ...

AMP profits, declares first dividend since 2019

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2023
... 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 expands adviser base, increases FUA

KARREN VERGARA  |  MONDAY, 13 FEB 2023
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 ...