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Showing 1 - 10 of 1057 results for %22Adviser Network%22

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new ...

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
... provide strong tailwinds for the 'return' of advice," it said. ClearView said improving industry dynamics and financial adviser productivity has led to increased business volumes for the last three quarters with the inflection point in the market returning ...

Suncorp sells NZ life business to Resolution Life

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
... Suncorp Group. In doing so, it will become the second largest life insurer in New Zealand, with about 165 employees and a network of more than 180,000 customers and financial advisers. The sale includes an upfront payment of NZ$250 million at completion ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... with. That third-party endorsement really adds weight to the decision-making process," he said. "One particular Count adviser told us they had nothing negative to say about Count and joining was the best move they ever made, making our decision a lot ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
Count has finalised the acquisition of Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic ...

Morrison divestment lifts Sequoia profits

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
... licensee services business reported a 64% jump in revenues to $50.9 million, while EBITDA climbed 110% to $3.5 million. Its adviser numbers grew in 1H24, it said, as did revenues across its network due to the tight supply of adviser services, Sequoia ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... one-size-fits-all product for retirement. We need policies and deliver choice, informed options, and the advice and adviser network to deliver the very best outcomes in retirement. Self-managed super funds are an integral part of that choice," he said. ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... circumstances of the individual," she said. In recent years, ASIC's review of SMSF advice uncovered inappropriate advice, adviser fraud and dishonesty to the detriment of trustees. Some cases have resulted in criminal charges. Sciacca named one example ...

Count to finalise Diverger deal

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
... transform Count into a larger, more diversified business." He said the combined business will deliver added benefits to its network of accountants, financial advisers, and their clients. "Our members and their clients will have access to a range of new ...

AI poses potential challenge to financial stability: Gensler

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
... leading retail platform, and three leading cloud providers," Gensler said. "I think due to the economies of scale and network effects at play we're bound to see the same develop with AI. In fact, we've already seen affiliations between the three largest ...
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