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Showing 131 - 140 of 189 results for "Adviser Network"

Plan B continues eastern state expansion

ELISE BURGESS  |  FRIDAY, 24 FEB 2012
... earnings targets. The firm is now fast-tracking the acquisition of an additional stake in the Queensland-based My Adviser network, taking Plan B's shareholding in the My Adviser business to 93%. The final 7% remains with Philippa Sheehan, My Adviser ...

Securitor advisers gain new access

ELISE BURGESS  |  TUESDAY, 21 FEB 2012
... strategy website for its advisers, offering equities, product and thematic market research to meet the needs of its adviser network. The new website will include a range of features such as podcasts, approved product lists, model portfolio information ...

Zurich names NSW regional life sales mngr

ELISE BURGESS  |  THURSDAY, 8 DEC 2011
... development manager, Stuart Meyers, has been promoted to NSW regional sales manager for life risk to build Zurich's adviser network. To date, Meyers was responsible for managing adviser relationships and business development strategies since joining ...

Guardian Advice reveals succession planning strategy

CLAIRE MCGREAL  |  MONDAY, 28 NOV 2011
... manager, the offer aims to support retiring planners with their succession strategy in order to increase Guardian's adviser network to 200 by 2014. "Australia's advice landscape is highly competitive, and with the changes surrounding FoFA, many advisers ...

MLC creates licensee relationship manager roles to support adviser network

CLAIRE MCGREAL  |  TUESDAY, 18 OCT 2011
MLC has created nine new licensee relationship manager roles aimed at improving the licensee service experience for its aligned network of advisers across Australia. Licensee relationship managers (LRMs) will support advisers on all core licensee services ...

BBY expands with Stonebridge acquistion

RACHEL DAVIS  |  TUESDAY, 14 JUN 2011
BBY has announced it has signed a sale and purchase agreement to acquire the StoneBridge Private Client Adviser network, staff and product platforms. The StoneBridge Group is a boutique investment firm with over 15 years experience in the Australian ...

NAB grows FUM despite tough times

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
MLC & NAB Wealth increased their funds under management by 6.8 per cent to $121.9 billion in the year to March and added 241 financial advisers to its ever-growing network, according to half-yearly results released yesterday. The National Australia ...

My Adviser takeover brings new managing director

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
... services industry, with a background in strategic marketing and business development, My Adviser said. The My Adviser network has $1 billion in funds under advice. Plan B has bought one third of My Adviser with the remaining two thirds to be purchased ...

West takes east-coast planners

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
... planning dealership My Adviser, opening the door to a large network of eastern state advisory businesses. The My Adviser network has 54 advisory firms with 122 authorised representatives and $1 billion in funds under advice spread across Victoria, New ...

Guardian expands with former CBA planning head

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
... acquisition manager, as part of its strategy for 10 per cent growth per annum over the next three years in its adviser network. Ian Anderson has taken on the new Sydney-based role and will report directly to Simon Harris, executive manager Guardian Financial ...