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Showing 1 - 10 of 100+ results for "IFA"

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... groups looking to run their own managed accounts and there was a focus on dealer groups setting up managed accounts and big IFA firms running their own investment philosophy through an SMA," he said. Morris said a third cohort of advisers has emerged ...

Morningstar business development lead to exit

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
Morningstar is recruiting for a new head of business development for Australia and New Zealand as the incumbent readies to return to the United States. Phil Winter is remaining with Morningstar but leaving the local business; returning to Chicago at ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
Financial advice technology solution provider Asendium has added a risk and compliance feature via a new partnership with Fourth Line. Fourth Line will help advisers deliver risk and compliance reviews as part of their document preparation. The integration ...

Aware Super eyes IFAs, hires lead

KARREN VERGARA  |  THURSDAY, 17 JUN 2021
... manager of advice relationships, responsible for implementing and developing the super fund's independent financial adviser (IFA) unit, which is a holistic advice offering. The appointment comes off the back of Aware merging with WA Super last year. ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
The new cloud-based fact-find solution that aims to provide a more dynamic financial advice process has launched. Developed by co-founders Paul Moran and Sahil Matta, iFactFind provides advisers a comprehensive, interactive digital fact-find. For prospective ...

Westpac settles life insurance class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
Westpac has settled a class action relating to life insurance sold through its financial advice network. The class action was brought against Westpac Group by Shine Lawyers in 2017. It claimed that between 2011 and 2017, customers who received financial ...

MMC acquires super fund administrator

KARREN VERGARA  |  MONDAY, 15 FEB 2021
A boutique superannuation administrator has been acquired by Kiwi firm MMC in a move to expand its presence in Australia. MMC is now the owner of Brisbane-based IFAA Group after it first bought a stake in March 2020 of nearly 50%. The total consideration ...

AMP Capital names new executive

ELIZA BAVIN  |  WEDNESDAY, 3 FEB 2021
... Capital. AMP Capital managing director Australia Marsha Beck said the company continues to focus on building its presence in the IFA market. "Our heritage in real assets and deep experience across public markets are of particular interest to advisers ...

ClearView flags future with HUB24

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... business. The launch of La Vista Licensee Solutions two years ago was flagged by ClearView as part of its strategic focus on the IFA market. The company says 31 self-licensed practices have joined La Vista for licensing and back office infrastructure ...
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