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Showing 61 - 70 of 210 results for "Independent Financial Adviser"

Morningstar distribution executive joins fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... Van Berlo is responsible for leading the firm's distribution capability with a key focus on the independent financial adviser market. The firm is currently working with 10 dealer groups and about 50 advice practices, he said. Milford is also in the process ...

UniSuper awards fixed income mandate

KANIKA SOOD  |  FRIDAY, 18 JAN 2019
... make a hire. Roughly a third of its AUM is from retail investors, which came mainly through the independent financial adviser channel. "We have raised our retail capital through the IFA world rather than go to individual investors," he said. "But we ...

Perennial ups retail distribution

DARREN SNYDER  |  MONDAY, 10 DEC 2018
The latest addition to Perennial Value Management's retail distribution team is moving into a hybrid role. Joining Perennial Value as a senior investment specialist is Mark Tisdell. His hybrid distribution role will include a national focus on Daintree ...

Advice group rebuilds following regulatory headwinds

DARREN SNYDER  |  MONDAY, 26 NOV 2018
A financial advice group specialising in self-managed superannuation funds and residential property investment acknowledged it's hurt from recent regulatory burdens. However, there are opportunities afoot for the ASX-listed business, including an entry ...

Diversified group enters custom platform space

JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
An ASX-listed financial services company is rolling out its first white-labelled managed account platform to a Victorian dealer group. Fiducian Group was selected by the unnamed group - reported to have about $200 million in funds under advice - following ...

Boutique appoints distribution lead

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
A $2.1 billion boutique asset manager has appointed a distribution professional who will focus on family offices as the firm continues to expand its team. Warakirri Asset Management is welcoming Stuart Devlin to its Melbourne office. In the newly-created ...

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
Diversified financial services firm ClearView increased underlying net profit after tax (NPAT) in its wealth management and life insurance arms during FY18, however financial advice earnings dropped. Releasing its FY18 results yesterday, ClearView said ...

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... primarily responsible for identifying opportunities to strengthen and grow Australian Unity's independent financial adviser channel, and will also lead the development of new products and services to support growth of the overall advice business. ...

PPS Mutual creates state manager role

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
PPS Mutual created a new state leadership role that will work closely with financial advisers in the region. Sabrina Sequeira-Walmsley takes on the new role of NSW state manager after working as national partnership manager at the Association of Financial ...

Disability income insurance an ongoing concern: APRA

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Disability income insurance (DII) continues to be a loss-making venture for life insurers as the prudential regulator undertakes a comprehensive review of its sustainability, pricing and the actual benefits delivered to policyholders. Otherwise known ...