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Showing 741 - 750 of 2630 results for "Practices"

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
... or in partnership with providers. "Sam and the AWS team embody the very important fundamentals we are seeking in the practices that join our national network i.e. committed to building exemplary advice businesses that deliver the highest standards of ...

ClearView risk chief joins IOOF

ELIZABETH MCARTHUR  |  FRIDAY, 18 JUN 2021
... newly created senior role of head of investment governance - distribution. In this role Cowan will oversee governance practices and processes, supporting the group's APRA-regulated entities and Investor Directed Portfolio Service operators in meeting ...

Verve Super launches gender diversity index

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
... screening process is based on five areas: gender pay parity; anti-sexual harassment and workplace safety policies and practices; formal commitments to drive change inclusivity and flexible workplace practices; promotion of women into leadership; and ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... created the solution during Victoria's COVID-19 lockdown in mid-2020 and has been piloted by a select group of advice practices. It supports advisers to meet their legal and ethical obligations, including Standard 5 and Standard 8 of FASEA's ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... Financial Group (WTL) announced today that upon completing the takeover, it will have some 275 financial advisers across 200 practices. WTL will pay $3.5 million in cash to fund the transaction and another $3.5million is payable in WTL shares. "Purchase ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
Interprac Securities is set to fully acquire two financial advice practices located in Melbourne and Hobart. Interprac Securities will acquire Hobart-based FF Planning Solutions and Melbourne-based SFG Financial Services (not to be confused with Shadforth) ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... consulting in November 2015. Her experience includes working across mergers and acquisitions for financial planning practices, business coaching and product development. Prior to joining Madison, Johns was national network manager at Capstone Financial ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
... board seven financial advisers who are also investors and part owners. These advisers have been using Asendium in their practices, Miller said, adding that the product officially launches to all advisers today. Asendium's pricing starts at $650 per ...

Former adviser charged with $3.3m fraud

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
... six-month period in 2017, he gambled away $1.5 million. While he expresses remorse, Fineff also blamed the predatory practices of betting companies that took advantage of his addiction. ASIC declined to comment regarding the progress of its investigation ...