Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 531 - 540 of 832 results for "Advice Business"

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution ...

Veteran WTW investments head departs

ALEX BURKE  |  TUESDAY, 6 JUN 2017
... investment Chris Ford said. "His appointment comes at an exciting time as we continue our transition from a pure advice business to being a leading investment solutions firm using both advice and implementation capabilities." Commenting on Denning's ...

Link Group acquires robo-advice business

ALEX BURKE  |  MONDAY, 5 JUN 2017
Link Group is entering the digital advice sector with the acquisition of a company previously owned by Lonsec. Adviser Network provides digital advice services to Australian institutions, and will be incorporated into Link Group's Information Digital ...

Midwinter unveils new financial tool

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
Advice clients and superannuation fund members can now estimate how salaries and super balances stack up against their neighbour's following the launch of Midwinter's AdviceOS calculators. Described as off-the-shelf configurable calculators, the tools ...

New national manager for IOOF Alliances

JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017
A former senior manager at Zurich and SuiteBox Solutions is now the national manager of IOOF's Alliances business. Most recently the regional sales manager Asia Pacific for SuiteBox, Andy Marshall is now tasked with leading and growing the IOOF Alliances ...

Big banks pay $60m in advice refunds

ALEX BURKE  |  MONDAY, 22 MAY 2017
AMP, ANZ, CBA, NAB and Westpac have to-date repaid $60 million out of an estimated $204 million for charging clients for financial advice that was not provided. This news follows the October 2016 release of ASIC's report into the advice businesses of ...

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
New managed accounts capabilities will be rolled out across Colonial First State's FirstWrap and FirstChoice platforms ahead of managed accounts being made available on FirstChoice later this year. As part of a tailored solution for a range of licensees ...

Fiducian acquires $17m client book

ALEX BURKE  |  TUESDAY, 2 MAY 2017
... name and practice were not disclosed as per the terms of the agreement. Last month, Fiducian acquired another advice business in New South Wales for $1.15 million, adding a further $37 million to its FUMA. This followed on from Fiducian making $267 million ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
While high-net-worth and ultra-high-net worth clients are attractive prospects for advice businesses, a lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. ...

Fiducian grows advice business

KARREN VERGARA  |  TUESDAY, 4 APR 2017
ASX-listed financial services firm Fiducian is expanding its advice division, agreeing to acquire a financial planning business in New South Wales. Fiducian will pay a consideration of $1.15 million, which will lift its funds under advice by an additional ...