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Showing 161 - 170 of 189 results for "Adviser Network"

FSP and Oasis sign admin deal

MICHAEL HOBBS  |  THURSDAY, 15 MAY 2008
... not a reflection of the strength and service commitment of Avanteos' management and staff. FSP is a 145-strong adviser network acquired by ING Australia in December last year. Oasis is a fast growing platform with over $4.5 billion in funds under management. ...

ING Australia buys FSP Group

MICHAEL HOBBS  |  TUESDAY, 4 DEC 2007
... ING Australia becomes the third largest planning group in the country when it bought the FSP Group, adding a 145-adviser network with over $2.5 billion FUA to the fold in one swoop. The group sidesteps the industry's long-running problem on skills shortage ...

Financial Wisdom appoints head

CHRIS NICHOLLS  |  TUESDAY, 20 NOV 2007
... communication process is always open and that the dealer group can respond effectively and efficiently to the needs of the adviser network," he said.

AXA takes care of business

... testing, AXA has unveiled a three-pronged business improvement program designed to help its 900-strong financial adviser network run their businesses more efficiently and outstrip their competition. It seems obvious but AXA national manager financial ...

Zurich advisers log on to IRESS software

CHRIS NICHOLLS  |  FRIDAY, 27 JUL 2007
... first Australian life office to launch IRESS' AppCentral electronic life insurance application software across its adviser network. The life-insurance program allows advisers to complete proposals and submit them electronically. Andrew McKee, Zurich's ...

DMS' Adviser Online rolled out across Matrix

HAMISH MADDEN  |  FRIDAY, 9 MAR 2007
Dealer Management System's (DMS) Adviser Online tool has been rolled out to the Matrix Planning Solutions adviser network, the second group in a month to implement the technology after RetireInvest also opted for the DMS solution. Matrix implemented ...

Mulligan to lead PIS multi-manager business

ALEX DUNNIN  |  THURSDAY, 23 NOV 2006
... "It's an assembling role where we will bring unique boutiques to the retail market through Australia's largest adviser network." Grahame Evans, managing director of PIS, said, "This provides our advisers with an opportunity to access unique offerings ...

Ord Minnett adds to private client team

HAMISH MADDEN  |  TUESDAY, 7 NOV 2006
... Both Andrew and Tony are well regarded professionals and are welcome additions to our 180 strong Private Client Adviser network," Morris said.

Aviva snaps up Infocus stake

KATE HAGE  |  THURSDAY, 19 OCT 2006
... stable. Aviva's chief executive officer, Allan Griffiths, said the deal adds another piece to their increasing adviser network, which includes Professional Investment Services and Financial Technology Securities. "At Aviva our relationship with financial ...

UBS builds adviser network through education

Wealth manager UBS responds to the growing need for more wealth managers and advisers in Asia by setting up a campus in Singapore that will provide financial training to existing employees and would-be advisers. The group will open the 'wealth management ...