Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 221 results for "New Adviser"

MLC Life restructures, appoints lead

JAMIE WILLIAMSON  |  WEDNESDAY, 23 SEP 2020
... finalising the company's technology transition program, including a new policy administration system as well as new adviser and customer digital portals, MLC Life said. McCormack said he will be spearheading the changes to the business to ensure ...

Challenges on the horizon for CountPlus

ANNABELLE DICKSON  |  FRIDAY, 28 AUG 2020
CountPlus recorded an increase of net profit after tax to $5.95 million in FY20 from $3.68 million ahead of future challenges to its Count Financial business. The accounting firm increased its cash to $21.11 million, up from $8.5 million in the preceding ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... the most popular methods are the bucket approach at 53% followed by income from investments at 39%. The majority of new adviser inflows from SMSF clients are coming from direct listed investments while allocation towards cash and fixed income account ...

Perpetual profits plummet

ALLY SELBY  |  THURSDAY, 20 AUG 2020
Investment giant Perpetual has seen its net profit after tax fall 29% year on year, blaming an increase in outflows from its investments business as well as the challenging conditions of the COVID-19 pandemic for the decline. Revenue for the full year ...

AFA, FPA share bleak view of industry

ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
The Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial advice industry. AFA general manager, policy ...

Processes are the problem, not people: Count Financial

ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... businesses prepare for the next generation of financial advisers, Count Financial also revealed it had developed a new adviser training and support program.

Fiducian grows adviser network

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Fiducian Financial Services has added three new advisers to its national financial planning network, taking its total to 74. The company said it has continued to grow, opening two new franchises at the end of 2019 with three more set to open this month. ...

Industry funds a bright spot for advisers

ELIZABETH MCARTHUR  |  MONDAY, 16 MAR 2020
More than 750 financial advisers have left the advice sector in the last three months, but industry superannuation funds are recruiting. In the three months to today, 757 financial advisers have dropped off the ASIC Financial Adviser Register. During ...

Desktop Broker hires senior sales exec

ELIZABETH MCARTHUR  |  THURSDAY, 5 MAR 2020
... sales executive who previously worked at Xplore Wealth and Powerwrap. Richard Carr will oversee Desktop Broker's new adviser support model in Victoria, South Australia, Western Australia and Tasmania. He was most recently a business development manager ...

Challenger recruits Generation Life co-chiefs

KANIKA SOOD  |  FRIDAY, 28 FEB 2020
Generation Life's co-chiefs have landed a joint general manager role at Challenger, a month after resigning from their old jobs. Lucy Foster and Catherine van der Veen have been hired as Challenger's general manager for advice transformation ...