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Showing 61 - 70 of 294 results for "Advice services"

Aware Super advice arm to pay $20m fine

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
... Aware Financial Services, formerly StatePlus, charged about 25,300 customers a total of $50 million in fees for advice services included as part of the superannuation product offered by Aware FS. The firm provided at least 17,500 customers with written ...

Iress wins new mandate

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
... development. "We're delighted to partner with Findex to support its strategy of delivering technology-enabled, integrated advice services," Iress chief executive Andrew Walsh said. "Our solution complements Findex's existing technology capability, enabling ...

CBA Group Super overhauls service providers

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
The contracts for administration, custody and financial advice services at Commonwealth Bank Group Superannuation will soon be handed over to new providers, ending some long-standing relationships. A spokesperson for the super fund confirmed to Financial ...

Westpac tops fee-for-no-service misconduct

KARREN VERGARA  |  THURSDAY, 5 AUG 2021
... regulator. More than 71,400 Westpac customers have been affected by its failings to provide ongoing financial advice services that was promised. Of this total amount that has either been paid or offered, less than $51.7 million has landed in the hands ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... 1 June 2021, saw 406 MLC advisers join with IOOF advice licensees. At the end of June, IOOF maintained active advice services relationships with almost 2000 financial advisers with $2.2 billion in funds under advice. "The successful completion of the ...

CountPlus firm finalises acquisition

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... clients of Unite and BBV will have access to a larger team with substantial experience in accounting and financial advice services," Rowe said. "Both businesses understand the unique challenges faced by people in the mid-north coast and will come together ...

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
... the Tax Practitioners Board. They will be governed under the Corporations Act 2001. "To provide tax (financial) advice services, a person must either be a registered tax agent, or be a financial adviser who has met the additional education and training ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... at TAL and Iress earlier in her career. In her new role, Cabrera will report to Centrepoint Alliance executive, advice services and solutions Kate Anderson. "We are delighted to welcome Farisha to Enzumo. Farisha has extensive experience in delivering ...

CountPlus firm finalises merger

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
... national network of accounting and advice firms." The merger comes after Cooper Reeves acquired the financial advice services of CBD Wealth in October last year for $600,000 with an initial payment on completion and the balance dependent on recurring ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... Crestone said these appointments reaffirm its commitment to the provision of high quality, professional financial advice services to high-net-worth and ultra-high-net-worth individuals and families. Crestone chief executive Michael Chisholm said over ...