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Showing 431 - 440 of 830 results for "Advice Business"

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
A privately-owned AFSL has acquired the financial advice business of a GROW Super co-founder. Profile Financial Services confirmed it has bought the client book of Churpa Wealth, the advice firm established by GROW Super co-founder Mathew Keeley in ...

IOOF continues organic growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
... profit after tax of $191.4 million for FY18; an increase of 13% on the prior corresponding period. Profits for the advice business were up 2% at $78 million, and IOOF managing director Chris Kelaher said it had been a good year for organic growth. "I ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
The Institute of Managed Account Professionals recognised the best investment managers, licensees and providers facilitating the rapid growth of the industry at its inaugural awards ceremony last night. Held at Sydney's Dockside at Cockle Bay Wharf ...

AMP appoints advice executive

KANIKA SOOD  |  WEDNESDAY, 1 AUG 2018
AMP has chosen a former ANZ executive to fill a key strategic role in its advice business. Luke Symons is joining AMP as the director, channel performance and growth. He will be responsible for strengthening AMP's advice network and the professional ...

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 ...