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Showing 31 - 40 of 104 results for "Genesys"

Van Eck grows distribution team

STAFF WRITER  |  THURSDAY, 23 APR 2015
... implemented listed securities service offerings for AMP licensees. Previously he was a senior investment specialist at Genesys Wealth Advisers and before that held various roles at AXA Australia, including four years as an investment research analyst. ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... groups was largely affected by scandals at Commonwealth Financial Planning and Macquarie Private Wealth. AMP shut down the Genesys dealership and Suncorp's Guardian Advice license had conditions imposed on it over concerns about the appointment of ex-advisers ...

Westpac, Count on ASIC radar over complex product advice

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
... products. In December 2013 ASIC identified concerns over complex product advice at Count Financial, FSS Advisory, AMP-owned Genesys Wealth, HSBC Bank Australia, Madison Financial Group, MASU Financial Management, Meritum Financial Group, Sentry Financial ...

AMP boosts self-employed advice channel

LAURA MILLAN  |  THURSDAY, 19 FEB 2015
... at AMP's self-employed adviser channel Jigsaw Support Services were up 42.7% in 2014, while adviser numbers shrunk at Genesys and iPac. Jigsaw advisers increased from 171 in the year to December 2013 to 244 in the year to December 2014, AMP results revealed. ...

Independent dealer groups eye Genesys practices

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
Centrepoint Alliance has opened its doors to Genesys advisers after the closure of the dealership and asked them to choose a dealer group aligned with their values. "The impending closure of the Genesys dealer group has shone the spotlight once again ...

Stephen Godfrey awarded FPA adviser of the year

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
... adviser Simon Podesta, from Western Australia, McPhail HLG Financial Planning adviser Simon McGuirk, from Victoria, and Genesys Wealth adviser Cameron Pereira, from Tasmania. The FPA also confirmed that it raised over $100,000 during the gala dinner ...

Genesys advisers looking at all options following wind up

LAURA MILLAN, JAMES FERNYHOUGH  |  WEDNESDAY, 19 NOV 2014
Advice practices licensed under AMP-owned Genesys Wealth are currently considering all options after the licensee announced yesterday that it would wind up. At the moment, 92 advice firms employing 188 advisers are licensed under Genesys, according ...

AMP to wind up Genesys licence

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
AMP Group will close the Genesys dealer group and will offer practices under the dealership a "smooth transition" to other AMP licensees. An AMP spokesperson confirmed that the group has undertaken "a strategic review of the Genesys business over the ...

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... Brad Fox said. AMP's financial advice network in Australia comprises AMP Financial Planning, Charter Financial Planning, Genesys Wealth Advisers, Hillross, Horizons, ipac and smsf advice

AMP on hunt for new senior researchers after departure

MARK SMITH  |  FRIDAY, 30 MAY 2014
... oversight of approved lists for AMP dealer groups including AMP Financial Planning, Hillross Financial Planning, Charter and Genesys. He had been with AMP since October 2009 and the company is currently on the hunt for a replacement. At the same time ...