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Showing 911 - 920 of 2907 results for "Network"

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 ...

Suncorp pays $1.4m remediation bill

JAMIE WILLIAMSON  |  TUESDAY, 3 SEP 2019
... 'high-risk' advisers, who were identified using a range of risk metrics applied to all advisers in the Guardian Advice network. Affected clients were also compensated under this remediation program, ASIC said.

Advisers band together: AFA Conference 2019 kicks off

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... represented. It has a fantastic culture." James explained that the conference is also a valuable chance for advisers to network - and have a bit of fun. "If not for the AFA conference I wouldn't have met amazing advisers from all over Australia who ...

CountPlus' 100-day plan for Count Financial

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... liabilities. 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 ...

Centrepoint revenue model improves bottomline

KARREN VERGARA  |  THURSDAY, 22 AUG 2019
... in FY20 and FY21 respectively. Chair Alan Fisher said: "During the year, we have welcomed new advice businesses to the network and continue to see financial advisers proactively looking for a quality business services partner." "In fact, we recruited ...