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Showing 881 - 890 of 2881 results for "Network"

BNP Paribas appoints new Australia head

ELIZA BAVIN  |  MONDAY, 28 OCT 2019
... businesses leave her well-placed to help our Australian and New Zealand clients access deep BNP Paribas' international network." Delvallee stepped into the role on October 1 this year, and took over from James Gibson who has begun is new role as head ...

IFM pushes into large scale private equity

ELIZA BAVIN  |  FRIDAY, 18 OCT 2019
IFM Investors has announced it will make a concerted push into larger scale private equity investments with the appointment of Jeremy Larkin to head the initiative. Larkin spent 25 years in corporate finance at Deutsche Bank and J.P. Morgan, also working ...

CountPlus firm acquires advice boutique

HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
A member of the CountPlus network has acquired a boutique financial planning practice. Kidmans Partners has acquired Latitude Advisory Services in a move designed to broaden its offering. Latitude managing principal Rod Geilman is set to become a principal ...

Count Financial bolsters team as part of transition

ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
... acquisition, CountPlus chief executive Matthew Rowe said: "Our objective is to make the CountPlus business the leading network of professional accounting and advice firms in Australia, and we have developed a 100-day plan to integrate Count Financial ...

IOOF launches budgeting app

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
The app, called fincentral, will be made available to clients through its advisor network and will allow users to track multiple bank, mortgage, investment and superannuation accounts. The company said the online goal-based budgeting app aims to give ...

Integrity Life focuses on SMEs

ELIZA BAVIN  |  TUESDAY, 8 OCT 2019
The insurer said it is the first group product of this type that offers an income benefit to the employer as well as the employee. "The Five+ product is simple to understand and maintain and completely transparent. It is very much an off-the-shelf solution ...

Elders in discussions over future

ELIZA BAVIN  |  TUESDAY, 8 OCT 2019
... Elders. "EFP has conducted a review of its business and had identified a potential way forward for EFP and its advisor network. EFP is seeking feedback from advisers on this proposal," Elders said. Elders does not directly employ any advisers, but authorises ...

Return to the mutual model: Expert

ELIZABETH MCARTHUR  |  THURSDAY, 3 OCT 2019
A financial advice industry veteran has called for a return to the mutual model, saying the sector has lost focus and a sense of purpose. Property Funds Management Australia chief executive Barry Daniels has said there is still hope for the industry ...

Licensee faces hefty remediation bill

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 SEP 2019
... group to extract data from its CRM and advice system to build reports that show exactly what's happening across the network. "Our platform allows the team to gather, combine and analyse complex data such as personal customer information, revenue ...

Dealer group to fight grandfathered commissions ban

ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
... mount a constitutional challenge to legislation to ban grandfathered commissions. Lifespan is encouraging its adviser network to do the same, saying it will top up its donation with a total of 50% of the individual contributions made by its 180-strong ...