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Showing 41 - 50 of 221 results for "New Adviser"

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
Padua Solutions has launched a new robo advice generation tool for financial advisers aiming to help significantly cut down turnaround times, lower the cost of advice, and improve client engagement. Padua co-founder Matthew Esler said the tool was designed ...

BWC Partners joins Count Financial

JAMIE WILLIAMSON  |  THURSDAY, 28 APR 2022
The national advice group has welcomed BWC Partners to its network, bringing its total new adviser count so far in 2022 to 41. BWC Partners is a boutique retirement advice firm with three offices in Victoria. The firm was founded in 2017 by Stephen ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
Clime Investment Management's value and quality-based investing strategies pushed the group's performance well into the red in the half-year to December. The ASX-listed firm reported a $282,344 loss in investments, assets which were worth significantly ...

Most paraplanners will not become financial advisers

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
Despite popular belief, an overwhelming number of paraplanners do not intend to pursue a career as a financial adviser, a new report reveals. Fintech Tanngo, together with The Paraplanner Hub, found that almost three quarters of paraplanners (72%) see ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
A new head of adviser and intermediary solutions has been appointed at Russell Investments. Neil Rogan was promoted to the role after serving as head of wholesale partnerships for nearly three years. In his new role, Rogan is responsible for Russell's ...

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... management. "Ralton managed accounts are available on several platforms where Clime not represented, providing access to new adviser groups and investors," she said. Ralton was previously owned by 360 Capital for a short period. Rigall bought his firm ...

ClearView launches risk product suite

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
... listed financial services company will also unveil its new life insurance platform in October, which will include a new adviser and customer portal, policy administration system and underwriting rules engine. General manager of transformation Nadine ...

CountPlus profit plummets

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
The ASX-listed advice and accounting group recorded a 59% drop in net profit to $7.1 million as grandfathered commissions came to a halt and COVID-19 impacted the business. Regulatory reform, namely the FASEA exam, also impacted the business however ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
BT Panorama has completed the migration of its BT Wrap clients, bringing its total funds under administration to over $100 billion. The final tranche of nearly 50,000 accounts worth over $15 billion in funds under administration have migrated to BT ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Crestone Wealth Management has hired its sixth investment adviser in the past year in a bid to expand its footprint in Brisbane. John Paul Geribello is the latest to join as an investment adviser this month, taking total staff numbers in Brisbane to ...