Search Results | Showing 51 - 60 of 61 results for "Dover" |
| | | ... non-institutional licensees 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 ... |
| | | | ... advisers increased 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. ... |
| | | | ... interests; the regulator investigated her activity while she was an authorised representative of both Financial Wisdom and Dover. Specifically, ASIC said Hamilton failed to "make enquiries into her clients' financial circumstances when recommending switching ... |
| | | | ... 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 and Hunter Green. Overall, the largest ... |
| | | | ... clients. At the time Houghton was also a cross-endorsed authorised representative of Commonwealth Financial Planning and Dover Financial Advisers. ASIC deputy chairman Peter Kell said the regulator will continue to take action and remove advisers who ... |
| | | | ... subsidiary of AMP Group until 28 March 2014. The investigation was initiated after receiving a breach notification from Dover Financial Advisers, ASIC said, and is part of its crackdown on identifying and remediating non-compliant advisers under its ... |
| | | | Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform. As reported in Financial Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to ... |
| | | | Dealer group Dover Financial Advisers has appointed a new executive to the compliance team and identified the need for at least two more to accommodate advice firms' growth. According to the latest Rainmaker Advantage report from March 2014, Dover is ... |
| | | | ... advisers would be the fifth largest independent dealer group, right after Professional Investment Services (PIS), Synchron, Dover and Crowe Horwath. Infocus and Patron together would be larger than WealthSure, Lifespan or Yellow Brick Road. The same ... |
| | | | ... average of 2.9 for Synchron. Other independent groups with high internal approval were Synchron, Premium, Australian Unity, Dover and Fortnum; with each of them scoring more than 89% on internal approval. However, the figures were lower for institutional ... |
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