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Showing 41 - 50 of 95 results for "Independent advice"

PayLogic signs new AFSL client

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
An independent advice dealer group is the latest to partner with AdviserLogic, now using its PayLogic software. Advisers licensed through InterPrac Financial Planning will now have access to the revenue management software, expanding AdviserLogic's ...

Rice Warner strengthens team

DARREN SNYDER  |  TUESDAY, 13 SEP 2016
... financial services participants, partnering with clients to improve their business results. The firm delivers independent advice and solutions, underpinned by market insights, market data and a dedicated and passionate team. Clients range from financial ...

Magellan full year profits up 14%

MARK SMITH  |  THURSDAY, 11 AUG 2016
... million last year. "The strength of our retail business reflects our extensive relationships with over 500 independent advice firms, strong support from our new arrangements with BT/Westpac and AMP, in addition to our long standing relationship with ...

Flinders fund added to Macquarie Wrap

MARK SMITH  |  TUESDAY, 5 JUL 2016
... Small Ordinaries Index since inception in August 2015. "The Macquarie platform has a large following in the independent advice space, which is a rapidly growing segment. They are keen to provide access to younger managers like Flinders that suit these ...

What the budget means for you

MARK SMITH  |  TUESDAY, 3 MAY 2016
... right across the Australian wealth creation value chain from the largest institutions right down to smallest independent advice firms. Treasurer Scott Morrison's 2016/17 budget has taken an axe to generous superannuation tax concessions in a bid to promote ...

Australian of the Year appointed $3bn government health fund chair

ALEX BURKE  |  TUESDAY, 5 APR 2016
... role in translating research into practice," Minister for Health Sussan Ley said. "Through their expert and independent advice to the Government, the Advisory Board will play a key role in delivering on the MRFF's agenda to support our world-class researchers ...

Two IPAC advisers join independent firm

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
Independent advice firm Fitzpatricks Private Wealth has recruited two senior advisers from IPAC to its AFSL in Victoria. Bev Manallack and Heather Boughton join the company on 7 December from IPAC and will operate out of Fitzpatricks' Collins Street ...

Bombora appoints chairman

LAURA MILLAN  |  TUESDAY, 1 DEC 2015
... to new legislation/regulations and the proposed Life Insurance Framework (LIF)." Bombora focuses on boutique independent advice businesses.

ANZ senior manager leaves to set up consultancy

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... relations with rating houses and asset consultants. The consultancy will be fully independent: "There is a need for independent advice and I think there is an opportunity to bring an institutional approach to retail," he explained. Douglas had been senior ...

Ignition Wealth appoints inaugural chairman

LAURA MILLAN  |  FRIDAY, 21 AUG 2015
... Merrill Lynch Australia. "The financial planning industry is facing significant cost and regulatory pressures for independent advice, which requires innovative solutions," said Meurer. Ignition Wealth recently became the first local robo-advice firm ...