Search Results | Showing 61 - 70 of 221 results for "New Adviser" |
| | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... businesses prepare for the next generation of financial advisers, Count Financial also revealed it had developed a new adviser training and support program. |
| | | | 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. ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
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