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Showing 151 - 160 of 204 results for "Adviser Network"

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 ...

Guardian FP eyes risk advisers

ELISE BURGESS  |  FRIDAY, 1 APR 2011
Guardian Financial Planning hopes to grow its adviser network by 10 per cent this financial year and wants to attract more risk insurance specialist advisers. The financial planning firm is using referrals to attract interest while talking to potential ...

BT Wrap lends more aid to dealer groups

ALISON BEVEGE  |  MONDAY, 28 FEB 2011
... product and strategy, BT, said the new features give dealer groups greater visibility to what is happening in the adviser network. "It enables them to support their adviser group better," he said. "It helps from a dealer group compliance point of view. ...

AIA rolls out service-focused insurance

ELISE BURGESS  |  MONDAY, 28 FEB 2011
... the 'softer' side of insurance, providing customer care, something that AIA found lacking after speaking to its adviser network. "Advisers have told us that they want life insurers to go beyond simply trying to maximise product research ratings and rather ...

AFA promotes Make A Plan

ELISE BURGESS  |  THURSDAY, 10 FEB 2011
The Association of Financial Advisers gives its younger adviser network an update on the association's initiatives, including the Make A Plan campaign, at the GenXt Roadshow in Sydney yesterday. Speaking at the event, chief executive Richard Klipin ...

Shadforth unveils acquisition strategy

ELISE BURGESS  |  FRIDAY, 17 DEC 2010
... current number of 120 advisers to increase through acquisitions. "We are keen to build on the high end quality adviser network, but not just for the sake of higher adviser numbers as we want to maintain the quality of the Shadforth brand."