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Showing 111 - 120 of 189 results for "Adviser Network"

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 ...

Institutions and independents tackling risk reforms

ALEX BURKE  |  THURSDAY, 30 APR 2015
... policies, adopting a hybrid commission structure. At the same time, members of Australia's largest independent adviser network, Centrepoint Alliance, have voted near-unanimously in favour of using hybrid and level commissions. While Centrepoint hasn't ...

Sunsuper taps FPA adviser network

MARK SMITH  |  WEDNESDAY, 19 NOV 2014
Sunsuper and the Financial Planning Association of Australia (FPA) have partnered to form a national advice referral program which connects the fund's members with FPA practices across the country. The partnership sees the fund develop direct relationships ...

RI Advice launches cashflow management tool

STAFF WRITER  |  WEDNESDAY, 22 OCT 2014
ANZ Wealth-owned RI Advice Group has launched a cashflow management solution that will allow its adviser network to help clients stay on top of their finances. The advice group has developed a customised version of Moneysoft's automated cashflow software. ...

Guardian and Asteron help launch pro bono adviser service

ALICE URIBE  |  FRIDAY, 19 SEP 2014
... forward to helping them,"he said. Jamie Forster, a Brisbane based financial adviser and a founding Claims Aid Adviser Network member is looking forward to being part of the group. "Pro bono work is an important ethical value of a profession. Claims Aid ...

Lonsec appoints consultants amid growth plans

MARK SMITH  |  WEDNESDAY, 17 SEP 2014
... opportunities. LFH encompasses a number of entities such as Lonsec Research, Lonsec Stockbroking, SuperRatings, Adviser Network and digital agency Toowards. "The review aims to ensure LFH is best positioned to capture opportunities and accelerate the ...

AMP half year profit falls 3%

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... $1.6 million and were partially offset by higher net cash outflows on external platforms of $615 million. AMP's adviser network remains the largest adviser network in Australia with 3,860 financial advisers, up 2% on financial year 2013. Operating earnings ...

IOOF secures strong advice channel with SFGA bid

LAURA MILLAN  |  FRIDAY, 16 MAY 2014
... SFGA's 182 advisers and 46 accountants who manage an average of $88 million in FUA each. In contrast, IOOF's 973 adviser network is mainly focused on "the mid-market and mass affluent clients." The group is also offering a cash alternative to SFGA shareholders ...

BT launches women adviser network group

LAURA MILLAN  |  TUESDAY, 1 OCT 2013
BT Financial has launched Stella Network, an initiative to support women advisers and to encourage more women to pursue a financial planning career. The Stella Network will hold its first networking event tonight and it also intends to support workshops ...

AMPFP not relevant without future growth

MARK SMITH  |  MONDAY, 26 AUG 2013
... Charter, Ipac and AMPFP grew from 3,636 to 3,680 over the period, cementing its position as the largest planner and adviser network in Australia. Guggenheimer told Financial Standard that without further growth AMPFP would become irrelevant. "We're passionate ...