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Showing 151 - 160 of 264 results for "Advice Group"

Game theory revolutionises risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
The gamification of risk profiling is rising in Australia with the launch of a platform already being used by several advice groups. United States-based behavioural economics, decision science and financial technology firm Capital Preferences has developed ...

Research house and advice group partner

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
A new partnership will now see one of Australia's largest non-institutionally owned financial advice groups receive investment research and consulting services from Lonsec Research. Lonsec's iRate platform will be rolled out to advisers licensed by ...

Risk advice firm partners to launch claims service

ALEX BURKE  |  MONDAY, 9 OCT 2017
A specialist risk advice group has partnered with a third party life insurance claims administrator to launch a claims handling service for policyholders. Australian Financial Risk Management (AFRM) and Gallagher Bassett (GB) unveiled AFRM Claims Advocacy ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ...

Spring FG to join dealer group ranks

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... with a specialist superannuation and retirement planning firm among the first of its representatives. The ASX-listed advice group will begin offering dealer group services to financial advisers and mortgage brokers, believing its consistent growth over ...

New ethical advice certification will drive consumer trust

JAMIE WILLIAMSON AND DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... is now available to individual advisers delivering advice free from conflict or incentive. Launched by Certainty Advice Group, the certification is applicable to advisers that adhere to a collection of agreed methods by which they deliver comprehensive ...

Advice group inks deal with $7bn super fund

ALEX BURKE  |  FRIDAY, 21 JUL 2017
An advice association has finalised a referral arrangement with a $7.6 billion super fund. Under the new arrangement, Tasplan will provide qualified advice referrals for members in mainland Australia via the Association of Independently Owned Financial ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

Permanent ban for ex-OnePath adviser

KARREN VERGARA  |  MONDAY, 19 JUN 2017
... clients and falsifying records. Robert Hutchison, from Western Australia, was an authorised representative of RI Advice Group, an Australian financial services licensee owned by OnePath, a subsidiary of ANZ. He was also a director of advice firm WAWM ...