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Showing 1 - 10 of 11 results for "ANZ Advice"

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... inflows will be a multi-year story, as will be the cost optimisation," analysts said. "Integration of the MLC and ex-ANZ Advice business and resolving legacy issues is proving to be more complex and expensive than initially expected, leading to large ...

AET divestment drives Insignia profit gain

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
... Advice. Over the six-month period the advice business was also impacted by $90 million paid in remediation, with the ANZ Advice fee for no service program being finalised. Overall, cost cutting saw Insignia save 7% in operating expenses, coming in at ...

IOOF to spend big on BOLR

KANIKA SOOD  |  THURSDAY, 25 FEB 2021
... arrangement, $3 million lower adviser service fee revenue from Shadforth, and $9.9 million underlying losses from ex-ANZ advice licensees. It saved $4 million from cancellation of physical adviser conferences. The bulk of IOOF's advisers are under ...

IOOF compensation bill soars

KARREN VERGARA  |  MONDAY, 26 OCT 2020
... remediation bill at $197.9 million. The firm flagged in July that it uncovered an additional $80 million provision for the ex-ANZ advice licensees after it changed a methodology relating to adviser categorisation, and embedd the extra $198 million in ...

IOOF increases FUMA, lifts remediation costs

ANNABELLE DICKSON  |  THURSDAY, 30 JUL 2020
... impacts of the COVID-19 pandemic are continuing." However, the total advice remediation provision relating to the ex-ANZ advice licensees is expected to increase by approximately $80 million. This is to be offset by a corresponding increase in an equivalent ...

Chartered accountants largely FASEA compliant

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... their related degree," CA ANZ senior policy adviser Bronny Speed said. A recent member survey found about 60% of CA ANZ advice practitioners are considering leaving the industry if the education requirements are legislated as currently proposed. A further ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
... (also CBA-owned) and Pride Advice, both in May. Commenting on the latest acquisition, AZ NGA chief executive and former ANZ advice director Paul Barrett said: "We are delighted to have launched our Victorian operation with such a high calibre group. ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 29 MAY 2015
... appointment stories this week. NAB confirms new Godfrey Pembroke GM - Alan Logan, who has held executive positions at ANZ Advice & Distribution, MLC National Practice Management, Ansett Airlines and BT Financial Group will replace Sean Allen as general ...

NAB confirms new Godfrey Pembroke GM

ALEX BURKE  |  MONDAY, 25 MAY 2015
... named. A NAB spokesperson confirmed that Sean Allen has been replaced by Alan Logan, who has held executive positions at ANZ Advice & Distribution, MLC National Practice Management, Ansett Airlines and BT Financial Group. Logan most recently worked in ...

Barrett in buyout mode, acquires CBA firm

LAURA MILLAN  |  MONDAY, 11 MAY 2015
Former ANZ advice director Paul Barrett has acquired Commonwealth Bank-owned Eureka Whittaker Macnaught through his financial planning business AZ Next Generation Advisory (AZ NGA). This is the group's first acquisition, but Barrett confirmed that it ...
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Editor's Choice

Stop delaying Payday Super laws, says SMC

JAMIE WILLIAMSON  |   12:44PM
With Australia's unpaid super bill growing by $110 million each week, a survey from Super Members Council (SMC) shows 70% of Aussies want to see the payday super laws implemented as scheduled.

Most Hostplus options achieve double-digit returns

JAMIE WILLIAMSON  |   12:45PM
Hostplus returned close to 11% to its MySuper members in FY25, while its popular Indexed Balanced option delivered just over 12%.

MySuper delivers 10.3% in FY25

KARREN VERGARA  |   12:34PM
MySuper options are set to deliver 10.3% p.a. on average for the 2025 financial year, according to Rainmaker Information.

Brighter Super awards $75m mandate

KARREN VERGARA  |   12:37PM
Brighter Super has awarded a $75 million mandate to Riparian Capital Partners to boost its agricultural assets.

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Bennelong Funds Management is like a mainline into the jugular of Australia's financial advice sector, with more than 6500 advisers channelling capital to its funds. But its global chief executive John Burke says the job's not done yet. Andrew McKean writes.
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