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Showing 1 - 8 of 8 results for "Independent Financial Advisors"

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... of this transaction accelerates that transformation and ultimately will benefit our clients and independent financial advisors while delivering significant value to our stockholders," Sanders said. The transaction has been approved by Macquarie's board ...

Research firm bolsters executive leadership

HARRISON WORLEY  |  WEDNESDAY, 10 JUN 2020
... the same time these changes are creating both challenges and opportunities for the new wave of Independent Financial Advisors who have established post the Hayne Royal Commission," he said. "AFM's database of actively managed funds is designed to enable ...

K2 posts losses, signs on distributor

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
... enhancing distribution opportunities for that fund. K2 continues to work with a number of significant independent financial advisors from which early signs are very encouraging. "We anticipate FY19 to deliver a number of opportunities originating from ...

COIN mulls Revex acquisition

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
... the Revex software on an exclusive basis for Rubik Wealth's customers, including institutions, independent financial advisors (IFAs) and industry superannuation funds, as well as non-exclusive rights for other customers. If both companies reach an agreement ...

SPAA joins UN group

BEN COLLINS  |  FRIDAY, 25 JAN 2013
... Professionals Association of Australia (SPAA) said it had joined the United Nations Convention of Independent Financial Advisors (CIFA). Established as a not-for-profit advocate, the CIFA plays the major role in managing the Geneva-based United Nation's ...

NAB grows FUM despite tough times

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
... combined entity is now one of the largest retail financial adviser networks with more than 4000 independent financial advisors.

IOOF books $225m net inflows, simplifies ops

MICHELLE BALTAZAR  |  THURSDAY, 26 AUG 2010
... the market. This would give us a real competitive advantage in attracting funds, especially from independent financial advisors," he said earlier this month. Kelaher clarified that the proposed acquisition will include the brand, software licence, IP ...

IOOF agrees to buy North

ALEX DUNNIN  |  MONDAY, 9 AUG 2010
... the market. This would give us a real competitive advantage in attracting funds, especially from independent financial advisors." However, despite the tactical significance of the IOOF deal with NAB, it would have only minor impact on the current market ...
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