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Showing 111 - 120 of 207 results for "Adviser Network"

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 ...

Brisbane practice joins Elders

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
... saying: "Johnny's depth of knowledge and experience in the industry will benefit both the business and our existing adviser network. "It is particularly pleasing to have an adviser that has helped shape the future of the industry on board with Elders ...

Sentry and IRESS partner for new tech solution

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
... business solutions at Sentry, David Newman said SENTRAK will go live through a gradual roll out through the group's adviser network commencing in July. "From inception, our goal was a flexible technology platform that enhances adviser/practice efficiency ...

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
Adviser Network has launched cloud-based solution SMSFit to enable licensed accountants to continue advising clients on their suitability to set up a self-managed super fund (SMSF). SMSFit will allow accountants to operate under a limited AFSL to provide ...

Praemium partners national advice firm

MARK SMITH  |  THURSDAY, 12 MAY 2016
... clients access to diversified portfolios managed by specialist investment managers. "Praemium is well known to our adviser network as a pioneer in managed accounts. It was very important to our advisers that we partner with a platform provider who is ...

Class partners with Findex in fintech deal

KERRIE SYDEE  |  THURSDAY, 12 MAY 2016
... have impressive growth plans and we're confident that the Class Super technology along with the group's extensive adviser network and track record will enable them to deliver on those ambitions."

Fitzpatricks hires ex-ipac adviser to head up Adelaide practice

ALEX BURKE  |  TUESDAY, 3 MAY 2016
... "This is an exciting time for the firm as we look to further increase the support and service capability to our adviser network around the nation."

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 ...