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Showing 101 - 110 of 188 results for "Adviser Network"

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
The 2015 winners of the Beddoes Institute inaugural Most Trusted Adviser Network (MTA) Awards have been announced. Nationally taking the award for most trusted adviser was Greg Lourens from SAM Group, while David Reed from The Retirement Advice Centre ...

Rubik appoints insto account manager

ALEX BURKE  |  THURSDAY, 4 FEB 2016
... Conquest comes to Rubik from Decimal Software, where she was head of sales. She has also held senior roles at Virtual Adviser Network, Macquarie Bank and Asgard. At Rubik, Conquest will report to group executive - sales and relationship management Marc ...

NAB Wealth Advice hires growth manager

MARK SMITH  |  FRIDAY, 4 DEC 2015
... Wealth advice partnerships general manager Ross Barnwell said it was vital for the business to continue to grow its adviser network, and give more Australians the opportunity to seek quality financial advice. "The advice landscape is changing and we ...

Spring FG to expand across Australia

LAURA MILLAN  |  MONDAY, 30 NOV 2015
Spring Financial Group is planning to expand its adviser network across Australia and has set a goal of 80 to 100 franchises in the next five to eight years. An announcement made public shortly after the company's first annual general meeting, following ...

Madison appoints national practice development manager

ALEX BURKE  |  FRIDAY, 20 NOV 2015
... national business manager. She has also held positions at Bendigo Adelaide Bank and OnePath. "The demographics of our adviser network have changed significantly during the past couple of years with a number of entrepreneurial and start-up ventures joining ...

Madison FG grows advisers by 20%

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... working at Capstone, she also held senior roles at Bendigo Adelaide Bank and One Paz. "The demographics of our adviser network has changed significantly during the past couple of years with a number of entrepreneurial and start-up ventures joining us. ...

Legg Mason fund added to AMP model portfolio

MARK SMITH  |  WEDNESDAY, 7 OCT 2015
... protection. "Our AMP income models are designed to provide an innovative and optimal blend of best-of-breed funds to our adviser network. We have included the Real Income Fund on the basis that it is specifically designed for retiree income. We believe ...

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... director Ian Williams added, "Through the Endeavour Superannuation offering has grown well within our existing adviser network, the move to OneVue's dedicated platform will take us to the next level of functionality and support for advisers and new clients ...

Lonsec appoints advice chief from MLC

ALEX BURKE  |  TUESDAY, 1 SEP 2015
Lonsec has appointed a new chief executive of its Adviser Network business. Duncan McPherson joins Lonsec from MLC Advice Solutions, where he was a state manager. He has held other managerial positions at MLC and NAB, as well as Hillross and GIO Financial. ...

Advice licensee uses tech to bypass paraplanning

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
... has released its cloud based advice solution, AdviceOS, across the entire State Super Financial Services (SSFS) adviser network. Monaghan said some of the new features include real-time compliance checklists, retirement modelling tools, and a built-in ...