Search Results | Showing 1 - 10 of 11 results for "IPL" |
| | | Two financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's ... |
| | | | AZ NGA has acquired an economic interest of 42% in Foster Raffan iPlan, to support the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by ... |
| | | | ... $1.1 billion in the quarter, with $105 million of that increase attributed to the growth of Implemented Portfolios Limited (IPL). Over the year ending 31 December 2021, there was a 171% increase or $4.7 billion rise in Lonsec FUM. In a business update ... |
| | | | Barrenjoey has launched a new social purpose portfolio management company, Community Capital, with a cornerstone investment from Australian Retirement Trust. The Community Capital Credit Fund has been founded by Barrenjoey and Laurence Marshbaum, a ... |
| | | | Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ... |
| | | | ... providers to ensure that we deliver a set of models with improved ESG characteristics. "We believe that the combination of IPL's investment capabilities and the structure in which these investment models are being delivered through, provides a well-rounded ... |
| | | | Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ... |
| | | | Futuro has appointed four new planners and a client service coordinator across its aligned practices. Manly Financial Services in Sydney has appointed a senior strategy and research adviser, Brisbane-based iPlan has hired a planner, and Stablewealth ... |
| | | | ASIC has imposed new conditions on iPlan's Australian financial services (AFS) licence after it unearthed a conflict of interest relating to the use of investment platforms. Under the terms of its revised licence iPlan must appoint an independent compliance ... |
| | | | New planning website, Adviser Toolbox, taps imminent regulatory reforms to appeal to planners. The group, owned by boutique financial planning business Iplanner, was created by advisers, paraplanners and software technicians as an efficient online financial ... |
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