Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 100+ results for "financial advice"

CountPlus names chief executive

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
Following the sudden departure of Matthew Rowe in February, the financial advice group has named its new chief executive while also naming a new chief financial and operating officer. Hugh Humphrey will take over as chief executive of CountPlus on July ...

Foresters appoints chief risk officer

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... risk and compliance functions, as well as overseeing an in-house administration and call centre operation, a financial advice business, and a commercial lending business." She added that the chief risk officer position "is a pivotal one that plays a ...

GQG Partners expands Australian team

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... development directors to expand the company's footprint in the Queensland, Victorian, South Australian and Tasmanian financial advice markets. Jenkins has over 15 years' experience in the wealth management industry, having covered sales, client services ...

Fidelity appoints sales manager

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
... State. "Benjamin has a strong track record in distribution and sales and a deep understanding of the needs of the financial advice community," Glazier said. "This experience and knowledge, along with his solid relationships with financial planning groups ...

We knew people would leave the advice industry: Hume

ANDREW MCKEAN  |  FRIDAY, 13 MAY 2022
The regulatory transition of the financial advice industry has been cumbersome for many people but senator Jane Hume believes the worst of it is over. In an interview with Stockspot, Hume welcomed the proper professionalism of the financial advice industry ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... wouldn't sacrifice Koda's independence. "With the growing number and wealth of Australians seeking truly independent financial advice, we see an opportunity to double in scale over the next five years," Tucker added. Emigrant Partners chief executive ...

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 ...

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... proposition that is tailored to their needs. "There are some great signs of good financial habits such as seeking financial advice, respecting risk and expecting their wealth can make a positive impact on the world," Watson said. "These attributes in ...

Breach reporting regime a distraction: Report

JAMIE WILLIAMSON  |  TUESDAY, 3 MAY 2022
... ASIC's breach reporting rules distract from other issues and the greatest proportion of reports filed relate to financial advice failures. A report from CoreData, Lawcadia and Gadens looks at the first six months of ASIC's enhanced breach reporting ...

abrdn hires from State Street

CHLOE WALKER  |  MONDAY, 2 MAY 2022
... capability, he added. "abrdn Australia currently has a suite of over 20 separately managed account solutions for financial advice licensees and advisers to tap into, and is a core growth pillar for the Australian business," Jollie said.
PREVIOUS
NEXT