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Showing 441 - 450 of 1167 results for "Alliance"

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
Elders Financial Planning recently added another advice business to its dealer group, onboarding its 21st practice since 2016. Victoria's Strategic Guidance Group and BJT Private, led by Luke Sheehan, was welcomed to the Elders Financial Planning group ...

The next generation of bancassurance

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... part of ANZ's wealth management business. Under the agreement, one such strategic partnership was struck - a 20-year alliance by which IOOF will distribute wealth products through ANZ's Australian banking network. "This arrangement aptly reflects the ...

BTIM delivers record profit despite fee pressure

ALEX BURKE  |  WEDNESDAY, 8 NOV 2017
BT Investment Management boosted its cash net profit after tax by 11% to $173.1 million, despite a 51% dip in performance fee earnings. The profit was mostly driven by strong net inflows of $4.7 billion; the boost in funds under management - up 14% ...

Peer-learning popular among self-licensed advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
Self-licensed financial advisers are in favour of peer-based learning when it comes to knowing more about managed accounts. The latest survey of self-licensed businesses in the IOOF Alliances network showed advisers prefer engaged and interactive community ...

Centrepoint names interim chief executive

ALEX BURKE  |  FRIDAY, 3 NOV 2017
In the midst of an executive search following John de Zwart's resignation, Centrepoint Alliance has appointed an interim chief executive. From November 24, Soula Cargakis will lead the financial advice network. She is currently Centrepoint's distribution ...

AllianceBernstein slashes retail fees

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
AllianceBernstein (AB) will cut management fees for two of its retail funds. The management fee for the AB Dynamic Global Fixed Income Fund has been reduced from 0.70% per annum to 0.55%, while the fee for the AB Global Equity Fund has been cut from ...

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... pricing and product features for our advisers and clients." Part of the deal means ANZ entering into a 20-year strategic alliance to make available IOOF superannuation and investment products to ANZ customers. OnePath provides wealth, insurance and advice ...

Former Centrepoint executive joins Praemium

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
Praemium appointed a former Centrepoint Alliance executive to lead its product and marketing division. Mat Walker will join the investment administration and financial planning technology platform as the new head of product and marketing in November. ...

IOOF subsidiary partners with venerable global non-profit

ALEX BURKE  |  THURSDAY, 28 SEP 2017
... to be partnering with such an esteemed philanthropic institution as Rockefeller Philanthropy Advisors. The strategic alliance will support donors, and their advisers, in designing philanthropic strategies that are comprehensive and effective, through ...