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Search ResultsShowing 41 - 50 of 100+ results for "Financial Advice"
IOOF names licensee chiefs, acquires platform
JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... licensees. Marking its second acquisition this week, IOOF also announced the purchase of Wealth Central, a proprietary financial advice and client engagement platform. "The next-generation digital tool significantly enhances client and adviser experience ...
ANZ advisers launch advice boutique
KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... founded by Evguenia Rutkowski, Jonathan Scukovic, Jason Bell and Peter Feddersen - all of whom worked for ANZ's financial advice business until recently. The firm is currently working with about 89 new clients. It is offering broad-ranging advice to ...
COVID-19 propels advisers, incumbents into the future
ALLY SELBY  |  MONDAY, 31 AUG 2020
... conducted research over a six-month period with global industry experts, to explore opportunities for transforming financial advice in the future. The company's founder and chief executive Moshe Tamir said the global economic fallout from the COVID-19 ...
ASIC names operations, risk leads
KARREN VERGARA  |  MONDAY, 31 AUG 2020
... temporarily disrupted; particularly work that pertains to the banking Royal Commission recommendations. In the financial advice sector, ASIC will continue to identify unlicensed advice and take "swift action," against misconduct. "A new ASIC-wide working ...
IOOF posts profit, restructures business
ELIZA BAVIN  |  MONDAY, 31 AUG 2020
... run-rate basis as a result of these changes. In addition, IOOF reported an underlying NPAT of $48.4 million for its financial advice business and $58.1 million from its portfolio and estate administration business. Additionally, it posted UNPAT of $37.7 ...
IOOF buys MLC Wealth for $1.4bn
ELIZA BAVIN  |  MONDAY, 31 AUG 2020
... advisory and wealth management services to all Australians." IOOF will acquire 100% of MLC Wealth comprising its financial advice, platforms and asset management business for $1.44 billion. The acquisition will be funded by a $1 billion fully underwritten ...
Advice disciplinary body delayed
KARREN VERGARA  |  FRIDAY, 28 AUG 2020
... working through the design features of the disciplinary body, which is a key element in professionalising the financial advice industry, she said. Hume was aware of what the delay meant for the financial advice industry which has been operating without ...
Challenges on the horizon for CountPlus
ANNABELLE DICKSON  |  FRIDAY, 28 AUG 2020
... four were terminated. "Various Count Financial firms made decision regarding their ability to continue to offer financial advice as a service under this revised model," Rowe said. The new advisers that came on board have generated $301,000 of annual ...
Sam Henderson pleads guilty
ELIZABETH MCARTHUR  |  TUESDAY, 25 AUG 2020
... descriptions included the claim that he had a Master of Commerce. Henderson was the subject of a case study on bad financial advice at the Royal Commission and was subsequently banned from providing financial services for a period of three years. During ...
Roar Software bolsters team, partners with Milliman
ALLY SELBY  |  TUESDAY, 25 AUG 2020
... and provide a different perspective, without judgement," Liao said. "Roar Software is providing the future of financial advice today, offering financial advisers a fresh approach to technology, with genuine flexibility and an integrated approach to help ...
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