Search Results | Showing 61 - 70 of 137 results for "Advice licensee" |
| | | ... of integrated platforms, data and technology services". The platform provider is also divesting its financial advice licensee, Paragem, in a move that will see it become a substantial shareholder in Easton Investments and Paragem managing director Nathan ... |
| | | | The former pensions and investments business of ANZ has exacerbated IOOF's client remediation bill, which has now topped $760 million. The provision for ex-ANZ P&I took the lion's share of the total remediation bill at $197.9 million. The firm ... |
| | | | Invest Blue and Russel Investments have partnered to launch a new managed portfolio through AMP's MyNorth platform. AMP said the Cornerstone Managed Portfolios was created to respond to increased adviser and investor demand for transparent, personalised ... |
| | | | Following its acquisition of MLC and decision to restructure its licensees, IOOF has consolidated the leadership of its various dealer groups and announced another acquisition. Revealing the next phase of its Advice 2.0 strategy today, IOOF has restructured ... |
| | | | IOOF has recorded an increase in funds under management, advice and administration of 3.4% to $202.3 billion while also increasing remediation provisions by $80 million. The wealth manager is expecting an underlying profit from continuing operations ... |
| | | | The general manager of advice partnerships at MLC has departed. MLC has confirmed Michael Downey left his role with the business last week. Taking to LinkedIn, Downey said he is confident the MLC advice business is set up for success in the years ahead. ... |
| | | | The Financial Services Council (FSC) has called for the government to cap compensation claims over financial misconduct at "reasonable levels" so as not to create a "moral hazard". In a submission to the Treasury's Compensation Scheme of Last Resort ... |
| | | | ... Advisers Network, Charter, Morgans and Synchronised Business Services. AMP and its four licences is the largest advice licensee group but its margin over number two ranked IOOF is now less than 400. Three years ago the gap between AMP and IOOF was almost ... |
| | | | A former financial advice licensee head is set to lead the $3.8 billion ethical investment manager and super fund. Australian Ethical has appointed John McMurdo as chief executive and managing director, with acting chief executive Steve Gibbs set to ... |
| | | | In a submission to the Select Committee on Financial Technology and Regulatory Technology, ASIC has claimed it is "supportive" of robo-advice, though harbours concerns around its ability to meet the best interests duty. The regulator said it has met ... |
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