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Showing 1 - 10 of 100+ results for "Financial adviser"

Charges laid in lengthy ASIC investigation

JAMIE WILLIAMSON  |  MONDAY, 16 MAY 2022
A former financial adviser who was permanently banned in 2016 for using close to $2 million in client funds for his own use has now been charged with 17 offences related to the alleged fraudulent transfer of shares to himself. Ashley Howard of Hobart ...

Franklin Templeton hires sales director

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
Franklin Templeton Australia has added a new sales director, overseeing independent financial advisers and private banks. Michael Bowen takes on the role, joining after a short stint with Investors Mutual as relationship manager, strategic groups. Bowen ...

Remembering Steve Williams

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... role of regional manager and co-head of retail distribution over the years. Williams is well regarded in the financial adviser community, having worked in the space for more than 30 years. Throughout that time, he also held several senior business development ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... Under the deal, Emigrant will provide strategic and operational support to help Koda Capital grow, including financial adviser acquisition strategy and funding, wealth advice market insights and professional development resources. It is also providing ...

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 ...

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... a robo-adviser to manage their investments. According to the report, 59% of millennials have a professional financial adviser. This compares to Generation X on 56% and baby boomers on 48%. Their main reason for engaging one is to reach their financial ...

Pallas Capital adds key distribution role

JAMIE WILLIAMSON  |  WEDNESDAY, 4 MAY 2022
The head of investment sales and key accounts at First Sentier Investors has joined the real estate investment manager as head of distribution, wealth. Pallas Capital has appointed Chris King to the role, effective this month. King joins from First ...

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
Australian Ethical has awarded a technology mandate that will deliver customised projections to all its superannuation members. DASH has been appointed by Australian Ethical to power direct to consumer projections that will appear in super fund members' ...
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