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Showing 401 - 410 of 816 results for "Advice Business"

Australian Unity adds new research lead

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
Australian Unity appointed a new head of research services for its financial advice business. Having served as a senior portfolio manager within Australian Unity's investment team, Ian Holliday will step into the new role on 1 November. He replaces ...

Adviser, Practice of the Year named

JAMIE WILLIAMSON  |  SATURDAY, 13 OCT 2018
The AFA Adviser and Practice of the Year have been announced at a gala dinner on the Gold Coast. As is tradition, the Association of Financial Advisers capped off its annual National Adviser Conference with the presentation of its most highly coveted ...

Royal Commission an opportunity: Anderson

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
Financial advice businesses must use the Royal Commission as an opportunity to reflect on whether they have an acceptable culture and right approach to risk management. Speaking as part of a panel session at the Association of Financial Advisers' National ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... "Start with two clients. Give them the celebrity treatment and that will start to build a new culture [within your advice business]. Then the next day, do it for two clients, and so on," he said. "That's how you fill the celebrity service gap." "I ...

Scale integral to adviser success

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... scale. That is the view of Fortnum Private Wealth, believing the increasingly challenging nature of running an advice business will give rise to advice collectives to ensure profitability and sustainability, and contribute to the creation of new operating ...

CBA to refund dead customers, grandfathered commissions

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... their ongoing service arrangements on a biennial basis. CBA said it has now spent about $580 million improving its advice business in the last six years, including $270 million in remediation for poor advice and wrongfully charged fees.

IOOF completes ANZ dealer group acquisitions

HARRISON WORLEY  |  TUESDAY, 2 OCT 2018
... million in October last year. At the time, IOOF said the acquisitions would position it to be the second largest advice business in Australia by funds under advice and adviser numbers. Commenting at the time, IOOF managing director Christopher Kelaher ...

CFSGAM chief executive departs

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
The longstanding chief executive of Colonial First State Global Asset Management has resigned. After 10 years in the role, Mark Lazberger has announced he is leaving the $213 billion business. In the interim, chief operating officer Mark Steinberg will ...

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
What multiple will financial advice businesses sell at five years from now, and could implementing managed accounts boost their acquisition value? That's a question that Managed Accounts Holdings head of distribution and marketing Tony Nejasmic sparked ...

Evans Dixon buys Fort Street Advisers

KANIKA SOOD  |  MONDAY, 10 SEP 2018
... investing activities. The new merged unit will sit alongside wealth advice and funds management business. The wealth advice business has $18.3 billion in funds under advice. Evans Dixon manages more than $5.6 billion on the capital markets side.