Search Results | Showing 11 - 20 of 27 results for "GPS Wealth" |
| | ... that attracted the most advisers from the big six were Fortnum Private Wealth followed by Akambo, Dover, Synchron and GPS Wealth. Fortnum's place at number one - with about 100 advisers coming over from the big six, primarily from ANZ Wealth - is unsurprising ... |
| | | ... by 13% in the 12 months to June, with institutionally-owned practices capturing 64% of the market. Synchron, Dover, GPS Wealth, Merit and Interprac are the five largest non-institutional advice groups with 1562 advisers, up 39% year-on-year. Non-institutionally ... |
| | | ... power of established gatekeepers," the report said. The fastest-growing of these non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth Management ... |
| | | ... disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who will present at tomorrow's Best Practice Forum on Managed Accounts ... |
| | | ... after clients successfully purchased two properties in Victoria and Queensland via HUB24. A crowdfunding campaign by GPS Wealth clients saw DomaCom complete its first fractional property acquisition on the HUB24 platform. It signifies yet another way ... |
| | | ... firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According to Easton ... |
| | | Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) ... |
| | | ... Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder and director of GPS Wealth - which provides licensee services to the practice. The firm targets accumulators and retirees aged 35 to 50. Planner ... |
| | | ... or be an authorised representative of a licence-holder or licensee has seen more than 60 accounting practices join GPS Wealth in the last financial year. The 60 practices including Collins Hume, a five partner practice in Ballina and Byron Bay, and mid-sized ... |
| | | Netwealth will provide GPS Wealth advisers and clients with access to its private label managed account service. GPS Wealth advisers are now able to access nine models, which collectively make up the care investment program. "Our group continues to ... |
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