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Showing 181 - 190 of 221 results for "New Adviser"

Adviser hiring blitz at Macquarie Private Wealth

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
Macquarie Private Wealth has added 19 new advisers across six of its state offices in the past six months as the group builds out its national team. Six advisers have joined the Brisbane team each with different area of focus for the group including ...

Macq seals landmark $8.7bn admin deal with Perpetual

ELISE BURGESS  |  WEDNESDAY, 5 OCT 2011
... services for its $8.7 billion private wealth administration platform to Macquarie Investment Management with plans for new adviser-focused features and broader market appeal. Macquarie will provide all back office service and administration for Perpetual's ...

Zurich builds retail risk with new appt

ELISE BURGESS  |  THURSDAY, 29 SEP 2011
... team where she will be responsible for developing new strategies for existing accounts in addition to the creation of new adviser products, services and technologies where Zurich has been actively moving into new territory such as its recent launch of ...

ASIC surveillance sharpens focus on AFS licensees

MATT WOODINGTON  |  TUESDAY, 13 SEP 2011
Financial services licensees must effectively monitor business models for possible conflicts of interest and prioritise training and supervision of advisers, said ASIC, as part of plans to raise standards in the advice industry and hold gatekeepers ...

MLC clarifies AXA adviser hunt

MATT WOODINGTON  |  WEDNESDAY, 15 JUN 2011
... numbers by 11 per cent to 1727 with 113 coming from the acquisition of Meritum Financial Group and 59 coming from new adviser recruitment. Last month, Craig Meller, head of financial planning, AMP, dismissed speculation that some advisers, ill at ease ...

DKN acquires 25pc in Godfrey Pembroke firm

ELISE BURGESS  |  FRIDAY, 10 JUN 2011
DKN Financial Group has acquired a 25 per cent stake in former Godfrey Pembroke licensee, StrategyOne Advice Network, to provide compliance, professional development, research and platform administration services to its advisers. The move is inline ...

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 ...

Challenger boutiques and annuities enjoy strong half year

ELISE BURGESS  |  MONDAY, 21 FEB 2011
Challenger has upgraded its growth targets for its funds management and life sales business after posting record returns this morning. In the group's half yearly 2011 results, Challenger's total assets under management rose 8 per cent to $25.8 billion ...

UBS to expand HNW adviser base

JOHN MCDULING  |  TUESDAY, 7 SEP 2010
UBS Wealth Management aims to hire between 8 to 10 new advisers annually, for a total of 140 by 2015, Clark Morgan, the unit's chief executive, told journalists this morning. Morgan said that due to talent shortages, getting hold of the requisite people ...

Accountants boost AU planner business

COMPANY RELEASE  |  WEDNESDAY, 30 JUN 2010
Australian Unity has established more than 50 relationships with accountants during the last year, and plans to add 130 more by the end of next year to boost planners' business. The arrangements see accountants refer their clients to Australian Unity ...