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Showing 1 - 10 of 100+ results for "Advice 2.0"

Fidelity appoints sales manager

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
Fidelity has appointed a regional sales manager, working with financial advisers in Queensland. Benjamin Lucas has joined in the role, coming from Challenger where he was a business development manager for the last four years. Lucas will be based in ...

We knew people would leave the advice industry: Hume

ANDREW MCKEAN  |  FRIDAY, 13 MAY 2022
The regulatory transition of the financial advice industry has been cumbersome for many people but senator Jane Hume believes the worst of it is over. In an interview with Stockspot, Hume welcomed the proper professionalism of the financial advice industry ...

ASIC outlines cybersecurity expectations

JAMIE WILLIAMSON  |  FRIDAY, 13 MAY 2022
Following on from RI Advice's Federal Court loss, the corporate regulator has laid out its expectations of licensees when it comes to cybersecurity. Just last week, in what was an Australian-first, the Federal Court found RI Advice failed its obligations ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
The private wealth manager has sold a minority stake to Emigrant Partners as part of a broader strategy that will see Koda Capital make its own acquisitions. Emigrant Partners is now a minority strategic investor in the HNW firm, adding Koda Capital ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
The former MLC and Perpetual chief executive will take over as chair of the platform later this year, in an announcement that also confirmed the company's chief executive. DASH Technology Group has named Lloyd as chair, effective September, citing his ...

Schroders private wealth sales lead in new role

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
The head of private wealth sales at Schroders Australia has departed, taking up a new role with an ASX-listed alternatives manager. After 11 years with the company, Chris Boyd has departed Schroders where he led private wealth sales since August 2021. ...

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ...

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
Financial advice firms using managed accounts for the last three years have seen almost 80% more profit per owner than those without, new research shows. Latest insights from Praemium and Business Health show practices using managed accounts achieved ...

AMG Super hires to distribution team

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
AMG Super has appointed the former head of distribution at Powerwrap to a business development role. Richard Carr is joining the super fund as a business development manager, based in Melbourne. In this role, he will oversee distribution in Victoria ...

Federal Court rules against RI Advice in cybersecurity case

JAMIE WILLIAMSON  |  THURSDAY, 5 MAY 2022
The Federal Court has found RI Advice breached its obligations as a licensee by failing to have adequate systems in place to manage cybersecurity risks, leading to several incidents that put client information at risk. In what ASIC says is an Australian ...
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