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Showing 41 - 50 of 110 results for "Wealth Group"

Members abandon bank-aligned group insurers

KARREN VERGARA  |  TUESDAY, 5 JUN 2018
Latest Rainmaker group insurance research shows the share of superannuation fund members associated with a bank-aligned group insurer has halved in the last four years. The number of not-for-profit (NFP) superannuation members linked to a bank-aligned ...

IOOF flags ANZ Wealth results ahead of acquisition

ALEX BURKE  |  WEDNESDAY, 2 MAY 2018
... extension of concessional tax treatment for transferring members has been approved and legislated by parliament. The wealth group also said ANZ has provided various indemnities "in favour of IOOF in relation to liability arising from a claim made by ...

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
... "aims to help advisers better serve their clients, meet compliance requirements and reduce operational costs." The wealth group described Goals 360, which was developed in partnership with Milliman, as being able to run 1000 different scenarios to determine ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
An ASX-listed financial services firm is welcoming a new state manager for NSW/ACT to grow its share of the independent financial adviser market. ClearView has promoted business development manager Michael Fox to the role, charged with building support ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... strong revenue in the six months to December thanks to two acquisitions and a restructure of its operations. Sequoia Wealth Group saw revenue jump 39% to $3.9 million, while adviser numbers rose 15% on the prior corresponding period. The division comprises ...

Former wealth group chief joins Macrovue

ALEX BURKE  |  THURSDAY, 22 FEB 2018
AMP-supported fintech Macrovue has appointed a wealth management veteran as its new chief executive. Rod Bristow joins Macrovue in the lead role from Infocus, where he was managing director and chief executive for five years. Before that, he was national ...

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
IOOF purchased a minority stake in GROW Super to help the wealth group expand and boost the digital capabilities of its own financial adviser network. IOOF said the partnership will facilitate member engagement with superannuation and the connectivity ...

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
... Planning and Financial Wisdom, as part of additional conditions ASIC imposed on AFSLs in August 2014. The banking and wealth group will pay about $1.9 million to customers who suffered a financial loss as a result of inappropriate advice, but this is ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... mental health and wellness for life insurance. She was most recently a client solutions manager for group risk. ANZ Wealth group executive Alexis George said the original intention was to look for a buyer of the whole business. "I think as we've gone ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
The Financial Standard Best Practice Forum on Managed Accounts is introducing an entirely new and innovative format in 2017, placing financial advisers front and centre of the one-day conference. Financial Standard launches a new program format called ...