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Showing 1 - 9 of 9 results for "Advice & Growth"

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... disciplined cost management. Net revenue was $21.5 million (up 7%), supported by adviser fee uplift and salaried advice growth, with salaried advice revenue increasing by $1.0m (+24%) reflecting the Brighter Super acquisition and pricing changes aligned ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
ClearView Wealth has appointed a former Australian Unity Financial Advice executive to the newly created role of head of business growth. ClearView has welcomed Tony Mantineo to the role, previously general manager of business growth at Australian Unity ...

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
Australia's advice industry is tipped to grow to that of the UK market, evidenced by technology adoption throughout COVID-19, according to Intelliflo. The UK-based financial advice technology provider referred to various reforms in the UK, such as the ...

Costs fundamental to IOOF advice growth

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
IOOF flagged cost management as crucial to the success of its financial advice-led strategy, one that recorded inflows of $1.2 billion in the first half of FY18 and is about to acquire ANZ Wealth. Releasing the company's 1H18 results this morning, Kelaher ...

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
Demand for impact investing is expected to rapidly increase as a growing number of retail and institutional investors search for investments that provide both monetary and social returns. In the last five years there have been 96 reported impact investments ...

Retirement incomes lead FUM growth

DARREN SNYDER  |  FRIDAY, 5 JUN 2015
Retirement incomes recorded the largest funds under management and advice growth among the retail and wholesale superannuation and investment sectors in the year to March 2015. According to research firm DEXX&R, the retirement incomes segment increased ...

Investor confidence drives advice growth

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
The recovery of investor confidence after the global financial crisis is benefiting the financial planning space, which has seen a surge of clients looking for advice. An Investor Trends Planner Business Model Report for May 2013 found that new client ...

DKN and Lonsdale heads leave and form BT advice unit

ELISE BURGESS  |  MONDAY, 7 NOV 2011
... development, Kon Costas. It has now be revealed the four former DKN and Lonsdale executives will spearhead BT new advice growth strategies, with Butterworth to be managing director of the new unit. Mark Spiers, BT Financial Group's general manager of ...

AXA hires three planning managers

MICHAEL HOBBS  |  WEDNESDAY, 6 AUG 2008
AXA Australia is ramping up its financial advice growth, appointing three regional development managers. Avon Allen was appointed Queensland regional development manager and Peter Boston will take a role as New South Wales regional development manager. ...
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