Search Results | Showing 91 - 100 of 1058 results for %22Adviser Network%22 |
| | | ... centre and helps make advice accessible to more Australians. "In developing AMP's submission, we've worked with our advice network, professional associations such as the Financial Planning Association (FPA), the Association of Financial Advisers (AFA) ... |
| | | | ... it does not believe the offer reflects its strategic value. In support of this, Centrepoint noted its extensive adviser network, acquisition of ClearView's advice business and growth in a time when other licensees have shrunk. "Industry consolidation ... |
| | | | ... million remains upon completion. This would have no impact on the offer price. If successful, Diverger's financial adviser network balloon; Centrepoint's comprises about 1200 advisers, including some that are self-licensed. Combined, the two firms service ... |
| | | | Midwinter's financial advice software has been selected to strengthen Count Financial's adviser network. Following a four-month pilot program during which some of the licensee's flagship practices trialled Midwinter 's software with ... |
| | | | ... advice firms thrive with the most advanced open architecture solutions." Centrepoint Alliance's financial adviser network was among the first to access intelliflo, with the licensee forming an agreement with the tech player early last year. The offering ... |
| | | | ... chief advice officer Andrew Kennedy added that his licensee was committed to the ongoing professionalism of its adviser network and the finance industry more broadly. "As a licensee, creating positive client outcomes is essential, so we invest heavily ... |
| | | | A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ... |
| | | | ... valuable and sophisticated analytical research as well as investment strategies to the regional and global investment network," Goh concluded. Brett Jollie, abrdn's managing director for Australia added: "This new role is a great example of abrdn ... |
| | | | The national advice group has welcomed BWC Partners to its network, bringing its total new adviser count so far in 2022 to 41. BWC Partners is a boutique retirement advice firm with three offices in Victoria. The firm was founded in 2017 by Stephen ... |
| | | | ... Rothgard principal Ross Vanderwolf said the firm chose to formally join the network after experiencing its "unique Lead Adviser philosophy, collegial community and cultural fit". "The Fitzpatricks Lead Adviser frameworks are simple and effective but ... |
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