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Showing 81 - 90 of 267 results for "Advice group"

Praemium strengthens distribution efforts

JAMIE WILLIAMSON  |  THURSDAY, 15 JUL 2021
A former head of wholesale at Fidelity is joining the platform provider's distribution team. Andrew Mathie is now a regional manager at Praemium, responsible for New South Wales. He brings more than 20 years' experience in wealth management, most notably ...

AAT dismisses adviser ban appeal

KARREN VERGARA  |  THURSDAY, 17 JUN 2021
A former RI Advice Group financial adviser's appeal to overturn his permanent banning order has been dismissed by the appeals tribunal. Robert Hutchison was permanently banned from the industry in 2017 after an ASIC investigation found that he funneled ...

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
A new Sydney dealer group focused on Muslim clients is looking to hire up to 50 financial advisers in the next 12 months, as it nabs MSC Group's chief operating officer to lead the business. Hejaz Financial Services will build a network of both specialist ...

Advice group chief executive exits

KANIKA SOOD  |  FRIDAY, 30 APR 2021
The chief executive of an ASX-listed financial advice group is set to leave the company. Angus Benbow has led Centrepoint Alliance since 2018. He will leave the company on May 28. Centrepoint did not ascribe a reason to the departure in its ASX filings. ...

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 ...