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Search ResultsShowing 1 - 10 of 100+ results for "Advisers"
Sequoia acquires advice firm
ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
... portfolio over the last three years, with Sequoia now looking for similar opportunities in NSW and Queensland where former advisers at banks are looking for employment prospects rather than going out on their own. Sequoia said advisory acquisitions ...
BT un-aligns group insurance, awards mandate
ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JUL 2020
... currently facing a class action from policy holders arguing that the recommendations made by Westpac aligned financial advisers breached fiduciary and statutory duties. A trial date has been scheduled for May 2021.
JBWere to continue using Praemium
KANIKA SOOD  |  TUESDAY, 7 JUL 2020
... investment officer and promoting Andrew Bird to general manager, advice. It also flagged 50 new staff hires, including advisers. For Praemium, VMAs are a fast-growing business, hitting $11.1 billion in funds under administration at March end, up from ...
Advisers switch platforms amid pandemic
ALLY SELBY  |  TUESDAY, 7 JUL 2020
New research has revealed Australia's financial advisers switched between various investment platforms in their search for better service and support in the wake of the Royal Commission and COVID-19 pandemic. Investment Trends' 2020 Planner Technology ...
QSuper culls comprehensive advice
KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... less than 1% of the fund's 585,000 members accessed comprehensive advice via the superannuation fund. It employs 61 advisers. The closure comes into effect on July 6. Instead, QSuper will expand its personal advice offering, where it says it has seen ...
JBWere to add 50 to team
ELIZA BAVIN  |  FRIDAY, 3 JUL 2020
NAB has announced it is looking to boost its team at JBWere with the recruitment of 50 new bankers and financial advisers. NAB said the move is part of a strategy to provide high-net -worth clients with a single point of access for their financial needs. ...
SG Hiscock, Morgan Stanley launch global equity funds
ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... director Daniel Vanden Boom said SGH has strong existing relationships among dealer groups and independent financial advisers which the Partnership Program aims to build upon. "Our firm manages in excess of $10 billion for Australian institutional investors ...
New appointment to TAA board
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... Blue is an advice firm licensed by AMP Financial Planning. TAA represents AMP Financial Planning and Hillross financial advisers, and its board is made up of representatives from both licensees. Prior to joining Invest Blue, Mogg worked in a variety ...
Super for women under scrutiny
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... of Advice." Lusher is concerned that coaches may not have the same level of accountability as professional financial advisers when offering guidance that may impact consumer's finances. Hobbs said Verve does not charge higher fees to cover its additional ...
AMP should stop whining: Slater and Gordon
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... possibility of a class action against AMP over alleged wrongful overcharging in insurance policies sold by AMP financial advisers.
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