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Showing 141 - 150 of 204 results for "Adviser Network"

Goldman and JBWere extend partnership

LINDA HAUSKEN  |  TUESDAY, 25 SEP 2012
... pleased to extend the agreement with Goldman Sachs which will see the firm continue to provide research to JBWere's adviser network," said Paul Heath, chief executive of JBWere. "In return, Goldman will receive exclusive distribution rights to JBWere's ...

BT hones tech for advice scale

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
... he said. Growing business among high net worth clients was a key motivator behind the launch of the group's new adviser network BT Select, although the investment in technology will no doubt put BT in good stead to capture wealth streams from resource-rich ...

AMP to acquire Cavendish

MELANIE TIMBRELL  |  WEDNESDAY, 27 JUN 2012
AMP Limited is to acquire Australia's largest SMSF administrator Cavendish Group as part of plans to establish an SMSF dedicated business unit under Paul Sainsbury. The new unit aims to capture a greater position for AMP in the $440bn self-managed super ...

OnePath upgrades insurance offering

LINDA HAUSKEN  |  FRIDAY, 11 MAY 2012
ANZ owned OnePath has upgraded its OneCare life insurance offering, based on customer and adviser feedback since the launch of the product seven years ago. OnePath is introducing a new SuperLink arrangement to its OneCare product which means that clients ...

MLC: FOFA support hub sees strong response

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
MLC has reported a strong response to its FOFA-focused website for its advisers, detailing how reforms may impact their business, with a 45% rise in traffic since its launch. Since its pilot launch in early March, the Future of Financial Advice (FOFA) ...

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 ...