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Showing 471 - 480 of 1904 results for "licensee"

Vale Chris Regenass

JAMIE WILLIAMSON  |  MONDAY, 17 JAN 2022
... Tasmania. "In that five-year period, in those states he took Synchron from a very small operation to being big enough to be a licensee in its own right," Trapnell said. Prior to joining the licensee, he led AMP's financial planning business for more ...

DomaCom hits $100m in FUM

CHLOE WALKER  |  FRIDAY, 14 JAN 2022
DomaCom has reported growth in recent months, with its funds under management having now exceeded the $100 million mark. The bulk of these funds has been in property acquisitions for small investors and self-managed superannuation funds. Traditionally ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
Midwinter has appointed a new head of advice sales this month, who spent nearly a decade at Challenger. Stacey Cowan finished up as the state manager for New South Wales and the Australian Capital Territory at Challenger in December to join Bravura's ...

Demand for retiree client book increases

KARREN VERGARA  |  SATURDAY, 1 JAN 2022
... Results founder John Birt said. "In 13 years (since the GFC), prices have moved up for the first time," he said. Demand for licensee groups of 50 to 200 authorised representatives to be acquired by one bulk purchase continues to be evident. On the mortgage ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... since December 1. Lighthouse Advice Group, Forza Wealth, Allman Financial Services, McAllister Wealth Group, Palladia Licensee Services, Argent Wealth Licensing and Edge Financial Groups applied for new AFSLs. In early 2020, there were 24,059 advisers. ...

MLC Life adds to retail distribution team

JAMIE WILLIAMSON  |  THURSDAY, 16 DEC 2021
... The life insurer has made a series of appointments to its retail distribution team in the hopes of strengthening its licensee and adviser relationships. Four new additions have been made, reporting to general manager of retail distribution partnerships ...

Do inflows follow performance?

JAMIE WILLIAMSON  |  FRIDAY, 10 DEC 2021
A recent study found flows to individual funds do directly follow performance, but there's a catch. Rainmaker analysis of actively managed funds data for the 12 months to September this year shows flows follow performance but there is a lag of about ...

Backlash after 'unprecedented' ASIC action against Westpac

ELIZABETH MCARTHUR  |  THURSDAY, 2 DEC 2021
An industry group for independent financial advisers and lawyers have come out criticising Westpac over the six cases brought against it by ASIC. Slater and Gordon Lawyers is calling on Westpac to 'walk the talk', after Westpac's chief executive Peter ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... in Sunbury. It was most recently part of the Nextplan and prior to that was licensed with Total Financial Solutions (a licensee that was owned by CountPlus). Financial Momentum director and financial adviser Matthew Holmes said: "We have ongoing relationships ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... Management is remediating more than $12 million to about 8000 members. Also on advice, ASIC alleges that Westpac's former licensee groups BT Financial Advice, Securitor Financial Group and Magnitude Group charged ongoing contribution fees for financial ...