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 acquisitions boost revenue by $9.4m

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
The 11 financial advice and accounting firms CountPlus has acquired this financial year are anticipated to bring in $9.4 million in revenue. In an operational update to the ASX, CountPlus managing director and chief executive Matthew Rowe said the group ...

Lumiant raises capital, adds to board

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
Fintech Lumiant is seeking more funding as it adds the expertise of two financial advice executives to its board. Jeff Hall will join the Lumiant board as a director after finishing up as chief operating officer of Midwinter in April. Hall's new role ...

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
... committed to building exemplary advice businesses that deliver the highest standards of compliant professional financial advice and client service," ASVWFS chief executive Stuart Abley said. Zervides added: "The AWS team are very excited about the move ...

AFA defends industry against Labor attack

KARREN VERGARA  |  MONDAY, 21 JUN 2021
... contribution to delivering better member outcomes in an environment where barriers to accessing un-conflicted financial advice persist. "That's at the heart of our concerns about this bill, because the risk is that the people who will benefit most ...

Aware Super eyes IFAs, hires lead

KARREN VERGARA  |  THURSDAY, 17 JUN 2021
... Super's legacy in this space and develop a compelling national IFA offering". In March, Aware restructured its financial advice offering, resulting in some redundancies. Gribble joins the fund from BT Financial Group, where he has spent more than 12 ...

IOOF completes phase one of platform consolidation

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
... clients migrated onto the Evolve platform received fee reductions. "We've drawn on our extensive experience in the financial advice industry to develop a platform that is future fit, intuitive and simple to use and importantly, progresses IOOF's transformation ...

ASIC releases ongoing fee obligations guidance

KARREN VERGARA  |  WEDNESDAY, 16 JUN 2021
... letters, must also be kept for this period. ASIC said that in developing INFO 256, it has taken into account the financial advice industry's response to recent its consultations, including Consultation Paper 332 Promoting access to affordable advice ...

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 ...

Advisers win annual renew law relief

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
... government will continue to work constructively with industry to provide an enhanced regulatory framework for financial advice that reduces costly red tape on industry and maximises outcomes for consumers. The financial services Royal Commission recommended ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
Interprac Securities is set to fully acquire two financial advice practices located in Melbourne and Hobart. Interprac Securities will acquire Hobart-based FF Planning Solutions and Melbourne-based SFG Financial Services (not to be confused with Shadforth) ...
PREVIOUS
NEXT