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Showing 421 - 430 of 816 results for "Advice Business"

BTFG will pay back grandfathered commissions to customers

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
... Standard the exact form in which the clients will receive the payout is not yet clear. However, Wright said the advice business is expecting to pay out more than $20 million to customers when its ban on grandfathered commissions comes into effect in ...

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... adviser channel, and will also lead the development of new products and services to support growth of the overall advice business. He reports directly to executive general manager of advice, Matt Brown. Brown was appointed in May, joining from ANZ where ...

PPS Mutual creates state manager role

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
PPS Mutual created a new state leadership role that will work closely with financial advisers in the region. Sabrina Sequeira-Walmsley takes on the new role of NSW state manager after working as national partnership manager at the Association of Financial ...

Advice firm partners for lending expertise

JAMIE WILLIAMSON  |  TUESDAY, 24 JUL 2018
A boutique financial advice business is expanding its service offering by way of a strategic alliance with a Sydney-based brokerage firm. Cardena Private Wealth and Thyme Financial Group are joining forces to provide Cardena clients with access to specialist ...

IOOF executive takes new role

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
The former head of managed fund research at IOOF has joined another ASX-listed financial services firm. Former IOOF executive Miriam Herold has been named as Centrepoint Alliance's new head of research. Herold first joined IOOF in 2015 as a senior research ...

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... executive of Count Financial is taking on a newly-created leadership role within Australian Unity's financial advice business. Michael Csavas is joining Australian Unity as general manager, self-employed advice; a new role that will contribute to ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
HUB24 financial planning subsidiary Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 ...

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
The general manager of Garvan and MLC Financial Planning will lead a boutique financial advice business. Matthew Fogarty has been appointed chief executive of Fitzpatricks Private Wealth, joining from MLC where he was general manager of Garvan and MLC ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
The fintech is looking to expand its B2B robo-advice business in Australia as a part of a $13.5 million venture capital raising announced today. The series B funding was led by Taiwanese giant Cathay Financial Holdings, with participation from US-based ...

IOOF boosts adviser compliance support

KARREN VERGARA  |  TUESDAY, 19 JUN 2018
IOOF's financial advice licensee support service has partnered with Integrity Compliance to help financial advisers manage AFSL requirements. IOOF Alliances aims to help its network of self-licensed advice businesses manage governance, risk and compliance ...