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Showing 121 - 130 of 204 results for "Adviser Network"

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 ...

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 ...