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Showing 51 - 60 of 227 results for %22Alliance Wealth%22

IOOF ups costs for self-employed advisers

ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
... self-employed to everybody having their own licence and we would become a service business." IOOF's recent acquisition of MLC Wealth will sit within the professional owned and operated segment of the business along with Shadforth and Bridges. "This will ...

Dealer group chief executive departs

ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
The chief executive of an IOOF dealer group has departed as part of the group's restructure after it acquired MLC Wealth. Geoff Kellett has departed Financial Services Partners after two years as chief executive, with IOOF moving towards shuttering ...

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
The chief executive of an IOOF licensee will depart the group, as the impacts of the company's wealth restructure continues to be felt. Lonsdale Financial Group chief executive Mark Stephen will depart at the end of the month. The move comes after Milennium3 ...

SASB appoints Australian advisor

JAMIE WILLIAMSON  |  WEDNESDAY, 11 NOV 2020
... He is also a non-executive director at Fairtrade Australia & New Zealand, Food Frontier, the Australian Legal Sector Alliance, and Private Wealth Network. He also works with the Climate Disclosure Standards Board and the Global Forum on Sustainability ...

Centrepoint hires recruitment lead

KARREN VERGARA  |  WEDNESDAY, 21 OCT 2020
Centrepoint Alliance has appointed a financial advice industry recruitment specialist to lead its national recruitment strategy. Charles Smith joins the ASX-listed firm as national recruitment manager. He was most recently at MLC Wealth where he spent ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... of advisers leaving big institutions and potentially taking the self-licensing path. This is according to Centrepoint Alliance group executive of advice Paul Cullen, who said the ASX-listed firm is experiencing more than double the number of inbound ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... facilitated by CoreData founder and principal Andrew Inwood, saw IOOF chief advice officer Darren Whereat, Centrepoint Alliance group executive advice services Kate Anderson and Matrix Planning Solutions chief executive Alison Dummett discuss the biggest ...

AZ NGA makes acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 SEP 2020
... to other entrepreneurs & family businesses. I'm excited to see our team continue to thrive as part of this strategic alliance and to empower them to live their potential." Since 2015, AZ NGA has acquired over 65 small-to-medium enterprises, initially ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... follow the news earlier this week of IOOF's acquisition of MLC and consolidation of licensees, closing FSP, Executive Wealth Management and Actuate and transitioning the attached advisers to their choice of remaining IOOF licensees. Marking its second ...

Melbourne boutique wins Crestone allocation

KANIKA SOOD  |  TUESDAY, 25 AUG 2020
Crestone Wealth Management has allocated to a Melbourne boutique's real assets fund that targets 7-11% per year in returns while aiming for a measurable social impact. The HNW advice firm will use Conscious Investment Management's impact fund, which ...