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Showing 141 - 150 of 267 results for "Advice group"

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
A boutique financial advice group appointed three senior leaders to further support its growing adviser network, including a newly-created head of adviser experience role. In announcing the hires, Fitzpatricks Group said the appointments will significantly ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
HUB24 will deliver both a managed portfolio solution and a new administration solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution ...

Zenith hires former asset management chief

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
Zenith Investment Partners appointed the former chief executive of an Australian equities fund manager as its national sales manager. David Parr joins Zenith at a time the investment research firm is broadening its managed accounts capabilities, on ...

Insto licensees still bleeding talent

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
The number of advisers using non-institutional licensees increased by 11.9% in the 12 months to December 2017, while institutionally-owned licensees saw adviser numbers fall by 4.4%. A new Rainmaker report explains that the number of registered advisers ...

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... business linked to several of Australia's newest superannuation funds has acquired a non-aligned boutique financial advice group. As part of its ongoing expansion strategy, Trustee Partners has acquired Madison Financial Group from PHAROS Financial Group. ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... Dover Financial Planning Association of Australia Genesys Wealth Advisers Hillross Financial Services Millennium 3 RI Advice Group The second round of public hearings will be held in Melbourne at the Owen Dixon Commonwealth Law Courts Building, at 305 ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
The managed accounts sector climbed 46% last year to reach $57 billion by December 2017, according to the latest Institute of Managed Account Professionals market census. The results show that managed accounts are growing three times faster than other ...

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... however, that AMP's place at the top of the table was unsurprising given that it remains, by far, Australia's largest advice group. The next-biggest source of adviser drain was ANZ, which saw 197 people move on, followed by NAB (147) and Westpac (128). ...

Advice dealer group recommits to OneVue

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A growing independent financial advice group reappointed OneVue as its platform provider. Madison Financial Group recommitted to using its white-labelled WealthPortal for an additional five years. OneVue's platform technology underpins the WealthPortal ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
The future of financial advice will be built around businesses which cater to niche markets, leading to more advisers joining boutique planning groups. This is the view of Wealth Enhancers co-founder and chief investment officer Finn Kelly. The firm ...