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Showing 1 - 10 of 2560 results for %22Advice firm%22

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
... complaints at the end of April, which will further exacerbate the costs and levy financial advisers must pay. The Financial Advice Association Australia (FAAA) has slammed the additional costs their members will incur that has already generated about ...

Frontier grows consulting, governance teams

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... in additional, capable support to help our established senior and principal consulting ranks prepare and deliver quality advice and service will be beneficial for both our clients and our consulting team more broadly. "We look forward to helping our ...

AFCA and CSLR sign MoU

ELIZA BAVIN  |  THURSDAY, 9 MAY 2024
... service helps consumers and small businesses resolve complaints with financial firms in banking and finance, investments and advice, insurance, and superannuation.

Perpetual seals $2.18bn deal with KKR, chief to retire

ANDREW MCKEAN  |  WEDNESDAY, 8 MAY 2024
... restructuring will provide each business the necessary focus and capital to expand and continue delivering world-class services and advice to clients. "In the remaining asset management business, our shareholders will own a simpler, more streamlined ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... arrangements with cold-callers who use high-pressure sales tactics, with some cold callers receiving a cut of an adviser's advice fee while others are paid a flat payment. Other licensees, ASIC said, should identify their advisers or corporate authorised ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... right provider to support its growth ambitions in a scalable and reliable way and drive efficiencies. Count group head of advice Andrew Kennedy said Xplan was re-selected based on its depth, efficiency, and productivity. Count has been an Xplan client ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... easier for all our business partners." Count finalised the acquisition of Diverger back in March, bringing its funds under advice to $29.9 billion. Count paid $1.3651 for each Diverger share following a 99.97% approval from shareholders in January. The ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... team from Elixir Consulting, which VBP acquired last year. VBP is focused on providing outsourced solutions to financial advice, accounting and associated services firms. Due to start in the new role later this month, Jacobsen was managing director of ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice. ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... increasing productivity and enhancing experiences while maintaining a high level of client centricity." Delivering high-quality advice at scale was said to be "central to wealth managers' value proposition." "The challenge is to deliver these services ...
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