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Showing 81 - 90 of 263 results for "Advice Group"

IOOF licensees to take remedial action

JAMIE WILLIAMSON  |  MONDAY, 26 APR 2021
... IOOF will take remedial action to address deficiencies identified by ASIC within Bridges Financial Services and RI Advice Group. During surveillance in December 2020, ASIC found 15% of client files from Bridges and 17% of files from RI Advice contained ...

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
Managed accounts assets reached a record $95.2 billion at the end of 2020 thanks in part to stock markets rebounding. According to the Institute of Managed Account Professionals chair Toby Potter, the sector is stronger than eve r and will continue ...

Remediation services profiting from Royal Commission failures

ELIZABETH MCARTHUR  |  THURSDAY, 11 MAR 2021
... program featured several testimonials from clients of the service. Jim Stackpool, managing director of Certainty Advice Group, also appeared on the program briefly - saying he thinks consumers should go to AFCA themselves rather than pay a fee. "When ...

Statewide warns of cold calls to members

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... caution comes after one of its long-term members received an unsolicited phone call from an unnamed superannuation advice group. Statewide said the member lost more than $3000 in fees and other costs associated with the advice and the transfer. "The ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... financial advice technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to access Intelliflo, which currently supports over 2500 firms ...

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
The national advice group has appointed a new chief executive to succeed co-founder John Woodley, as he moves to an executive chair role. Jodie Blackledge has been appointed Fitzpatricks Group's chief executive. This gives her the responsibility ...

Advice group partners with insurance broker

KANIKA SOOD  |  THURSDAY, 3 DEC 2020
Advice and accounting group Kelly+Partners has partnered with Austbrokers to exchange expertise, including life insurance broking. The two ASX-listed companies will set up a new operation called Austbrokers Kelly+Partners which will be owned 50% by ...

Fiducian looks to gain from change

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
The ASX-listed financial advice group has said it expects ongoing change in the industry to enhance its opportunities to acquire new businesses, as it considers a pipeline of growth prospects. In an update to the ASX, Fiducian said a number of established ...

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... of the month. The move comes after Milennium3, Lonsdale and IOOF Alliances were brought together as an integrated advice group to be led by former Milennium3 chief executive Helen Blackford. At the time the restructure was announced, IOOF could not confirm ...

ANZ advisers launch advice boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
Four former staff of ANZ's financial planning business have started a new advice firm in Melbourne. Park Lane Advice Group in Melbourne's Cheltenham suburb is licensed via IOOF-owned Millennium 3 Financial Services. It was founded by Evguenia Rutkowski ...