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Showing 221 - 230 of 264 results for "Advice Group"

RI Advice launches estate planning service

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
ANZ-owned dealer group RI Advice Group has launched an Estate Planning Program to be used by its network of 170 plus advisers. Head of RI Advice Group, Darren Whereat said the new program is intended to reach the next generation of current clients ...

MLC appoints new GM of advice groups

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
MLC has appointed Ross Barnwell as its new general manager of advice partnerships, replacing Peter Smith. In his new role Barnwell will oversee MLC's aligned advice dealerships, including Apogee, MLC Financial Planning, Godfrey Pembroke, Garvan Financial ...

First Financial joins BT Select

LAURA MILLAN  |  THURSDAY, 27 FEB 2014
Melbourne-based advice group and former financial services division of Crowe Horwath First Financial has joined BT Select. First Financial was established in 2013 following a 50% joint venture with Crowe Horwath. First Financial has $1.1 billion in ...

S&P DJI eyes aligned advice groups with new role

JAMES FERNYHOUGH  |  FRIDAY, 21 FEB 2014
S&P Dow Jones Indices (SPDJI) is recruiting for a role as part of a move to tap into the aligned financial advice dealer groups with its exchange-traded fund (ETF) indices. Until now the bank-aligned advice sector has proved difficult for ETF providers ...

Ausbil appoints external auditor to investigate fund fees

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
... fund on hold and took it out of the Genesys model portfolio, an AMP spokesperson told Financial Standard. AMP-owned advice group Genesys offers a model portfolio to its advisers. Since the fund was placed on hold and new investors could not get in, the ...

Advice insto ownership steps up post GFC

ALEX DUNNIN  |  MONDAY, 11 NOV 2013
One-quarter of financial advisers are in licensees that have changed ownership since the GFC and 80% of affected advisers have gone into advice groups owned by the big six bancassurance groups, reveals the 2013 Rainmaker Financial Planning Report. "The ...

netwealth Advice names head of operations

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
netwealth Advice Group has appointed a new head of operations in the shape of former licensee relationship manager at Premium Wealth Management, Roz Kaye. Kaye will oversee the operations of netwealth Advice Group and its three business lines, Pathway ...

Grandfathering pushes self-licensing

LAURA MILLAN  |  THURSDAY, 17 OCT 2013
... dealer group. "Lots of licensees have restrictions in place that might not suit an adviser's philosophy," netwealth Advice Group head of Advice Simon Micallef said. "As a consequence of that and because the difficulties around grandfathering, I think ...

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
... undergoing a major restructure that will pave the way for a "strong and sustained" growth over the next year, netwealth Advice Group head of Advice Simon Micallef said. The group currently has a total of 60 advisers across three companies: Financial ...

Netwealth nabs AMP exec

JAMES FERNYHOUGH  |  WEDNESDAY, 4 SEP 2013
... to the role of national advice manager of the Financial Planning Services Australia (FPSA), part of the netwealth Advice Group. In addition to his role at FPSA, Boston will hold an executive role at netwealth Advice Group. Since 2010 Boston has been ...