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Showing 411 - 420 of 437 results for "Financial advisor"

Mercer grows advisory team

Mercer Wealth Solutions has chosen Richard Carey to join its financial advisory team in the capacity of financial adviser and associate of the firm. Carey brings over 20 years finance industry experience to Mercer. He has held both domestic and international ...

Aviva badges First Capital for $250 million

Aviva Australia has announced a $250 million badge for financial planning group First Capital on the Navigator investment platform. The deal is the third badged offering for the Aviva group in the last four weeks representing an expected amount of $2 ...

Aviva badges deal with HBOS

The insurance and investment arm of HBOS Australia, St Andrews will be using a badged version of Aviva's Navigator investment platform to administer its clients investments. The announcement follows Aviva's recent deal with Infocus securing a $500 million ...

Research reveals industry funds perform

Research commissioned by Industry Fund Services reveals industry super funds have outperformed for the fifth consecutive quarter generating more dollars for members compared with retail master trusts. The review undertaken by SuperRatings looked at ...

Advance Asset Management beefs up distribution team

... Allmey's primary role will be to oversee the management of retail sales initiatives to the broader independent financial advisor (IFA) market. Allmey's previous experience includes roles as a national practice development manager for a large dealer group. ...

Infocus to construct new badged product

Financial advisory dealership Infocus Money Management has joined forces with Aviva Australia to create a $500 million badged product to be included on the Navigator funds administration platform. Infocus's deal with Aviva is for a term of five years ...

ASIC bans Queensland advisor

The Australian Securities and Investments Commission (ASIC) has banned a Queensland financial advisor from providing any financial services. "ASIC's decision serves as a warning that dishonest conduct will not be tolerated and a lifetime ban will be ...

AMP looks to increase consumer financial literacy

AMP Financial Planning has launched a new campaign designed to improve the financial literacy of consumers and de-mystify financial planning and the financial services industry. The campaign is called Thinking Ahead and consists of an interactive CD-ROM ...

Millennium boosted by three-way merger

Millennium Financial Services has joined forces with Walker Laanemaa Chartered Accountants, and Danebury Financial Group to become the WLM Financial Group. The new business will consist of two arms WLM Financial Services and WLM Partners - Chartered ...

Accounting profession imposes stricter standards on financial planning members

The nation's two peak accounting bodies, CPA Australia and the Institute of Chartered Accountants, have jointly issued a draft Professional Statement outlining mandatory standards applying to fair, ethical and professional conduct their members who ...