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Showing 41 - 50 of 210 results for "Independent Financial Adviser"

Aware Super eyes IFAs, hires lead

KARREN VERGARA  |  THURSDAY, 17 JUN 2021
Aware Super is targeting the independent financial adviser market, bringing in a former long-serving BT Financial Group staffer who will take charge of advice relationships. Warwick Gribble is Aware's new national manager of advice relationships, responsible ...

UBS AM wholesale client coverage lead departs

KARREN VERGARA  |  MONDAY, 31 MAY 2021
UBS Asset Management Australia's head of wholesale client coverage has left the firm after nearly four years in the role. Ben Williams joined UBS AM in August 2017, tasked with managing relationships with aligned and independent financial advisers. ...

Sydney digital adviser wins UK client

KANIKA SOOD  |  FRIDAY, 28 MAY 2021
A Sydney digital advice business has won a UK wealth management firm with $51 billion in assets as a client. Ignition Advice will provide digital advice to M&G Wealth. M&G Wealth has £28 billion in assets under management and is part of London Stock ...

Westpac settles life insurance class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
Westpac has settled a class action relating to life insurance sold through its financial advice network. The class action was brought against Westpac Group by Shine Lawyers in 2017. It claimed that between 2011 and 2017, customers who received financial ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
A boutique fund manager has welcomed a director of business development to a newly created role. GQG Partners has expanded its wholesale distribution strategy in appointing Ashneel Naidu, who was most recently at Vanguard Investments. Naidu reports ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... make recent and future periods of market instability far more manageable for our member firms and independent financial adviser partners." ASI Australia managing director Brett Jollie said the SMA market has been a growth opportunity for ASI. "We're ...

Fiducian posts $10.5m in FY20 profits

KANIKA SOOD  |  MONDAY, 17 AUG 2020
ASX-listed Fiducian Group doubled its net inflows to $217 million in FY20, as it posts $10.5 million in statutory net profit after tax for the year. Net profit for the group - which includes funds management, financial planning, corporate and platform ...

SG Hiscock, Morgan Stanley launch global equity funds

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
Boutique fund manager SG Hiscock has partnered with Morgan Stanley to exclusively distribute their global equity funds in Australia. The SGH Partnership Program has been launched with the Morgan Stanley Global Quality fund (hedged and unhedged) and ...

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
Former head of wholesale sales for Fidelity's Australian business has joined a Sydney managed accounts provider as it looks to expand its customised SMA offering with independent financial advisers. Andrew Mathie has joined Atticus Wealth as its head ...

Macquarie advice shift offers mixed results

HARRISON WORLEY  |  FRIDAY, 8 MAY 2020
... due to market movements, the firm said those results were offset by net sales of 3%. Additionally, independent financial adviser sales increased by 35% compared to the year before, a result Macquarie labeled as strong. All told, around $79 billion sits ...