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Showing 231 - 240 of 267 results for "Advice group"

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 ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
Wealth management group netwealth's advice group has moved its operations on the back of an announcement earlier this month that the wider netwealth group's funds under management had hit the $4 billion mark. netwealth Advice Group (NAG)'s advice operations ...

Technology drives US client adviser loyalty

ALEX DUNNIN  |  MONDAY, 20 MAY 2013
... More worrying for adviser licensee groups is that 66% of clients said they would follow their adviser to another advice group if the adviser swapped licensees, a ratio that climbed to 76% for Gen-X and Gen-Y advisers who also had much higher referral ...

FPSA makes senior appointment

JAMES FERNYHOUGH  |  FRIDAY, 17 MAY 2013
... Services Australia (FPSA) head of licensee operations. In March this year FPSA came under the umbrella of netwealth Advice Group, alongside Pathway Licensee Services and Bridgeport Financial Services. While the three companies retain their individual ...

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
Wealth management group netwealth yesterday announced the formation of a new national advice group which it hopes will create an attractive proposition for advisers at all stages of their career. The new national advice group brings together Pathway ...

SFG mulls merger with WHK

BEN COLLINS  |  MONDAY, 25 FEB 2013
... Friday last week SFG Australia announced that it had entered into a binding agreement for accounting and financial advice group Lachlan Partners to become part of the company. SFG will pay a combination of cash-and-script totaling $32.2 million to integrate ...

IOOF posts $33.2m profit

BEN COLLINS  |  MONDAY, 25 FEB 2013
Listed wealth manager IOOF has announced a $33.2 million net profit after tax for the period to 31 December. "IOOF has delivered another solid underlying performance amidst an ever-changing financial and regulatory environment," said Christopher Kelaher ...

Coalition wants fund governance changes: Fletcher

BEN COLLINS  |  TUESDAY, 5 FEB 2013
Paul Fletcher, the Liberal Party member for Bradfiled who sits on the Parliamentary Joint Committee on corporations and financial services, has voiced the Federal Opposition's concerns about superannuation fund governance. Speaking yesterday in Melbourne ...