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Showing 101 - 110 of 204 results for "Adviser Network"

Centrepoint partners to enhance underwriting processes

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2016
... whole process more timely and efficient for both parties." The offering is available exclusively to Centrepoint's adviser network and licensees and will be rolled out at the company's Risk Roadshow event in November.

Elders introduces adviser education scholarships

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
Elders Financial Planning is introducing education scholarships to support its adviser network ahead of the proposed education reforms. Elders Financial Planning general manager Tony Beaven said the scholarships are open to all advisers in the Elders ...

Watermark makes two key hires

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
... investors looking for alternative investment strategies. Singh will play a key role in supporting Watermark's growing adviser network and in increasing Watermark's profile with retail investors. Prior to joining Watermark, Singh held roles with Ellerston ...

Lonsec exec joins Recreo Financial

ALEX BURKE  |  THURSDAY, 13 OCT 2016
... from Lonsec, where he was head of sales for Lonsec Research and SuperRatings. He was also a director of Lonsec's Adviser Network and Lonsec Stockbroking businesses, and held the position of group financial officer for two years. Prior to that, he held ...

Morgan Stanley chief executive steps down

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
Steve Harker has stepped down as chief executive of Morgan Stanley Australia. Harker is one of the longest standing financial services chief executives, having been in the top job for 18 years after assuming the role in 1998. Succeeding Harker is Richard ...

Sentry Group partners for back office solution

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
... Intiger pilot program is expected to be completed by early 2017 and will then be rolled out to the entire Sentry adviser network.

Elders appoints joint state manager

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
... to Elders Financial Planning as part of our transformation and will provide an enhanced level of support to the adviser network in South Australia and further strengthen our existing support levels in Western Australia." Ward holds an associate degree ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
BondAdviser has made two key board appointments and has partnered with a national independently owned financial advisory firm. BondAdviser has appointed Steve Dammerer as chair and Graeme Abram as a non-executive director. Dammerer has over 30 years' ...

Digital advice an economic problem

DARREN SNYDER  |  TUESDAY, 30 AUG 2016
... technology solutions or digital advice programs to deliver a competitive advantage should rethink their strategy. Adviser Network chief executive Duncan McPherson said super funds finding it difficult to implement a digital advice solution may discover ...

Kaplan launches adviser diagnostic tool

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
... KUDOS is designed to give licensees and training managers a tool to accurately gauge the capability level of their adviser network, with the diagnostic identifying strengths and weaknesses in key areas and performance in relation to other advisers. Kaplan ...