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Showing 241 - 250 of 264 results for "Advice Group"

SFG to close competitive gap

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
Advice group SFG plans to address structural issues in competition with a major expansion as industry dynamics change on current economic and political conditions. Chairman Eric Dodd recently expressed a desire for the Group to treble in size to the ...

New advice agreements ensure advisers are FOFA ready

BEN COLLINS  |  MONDAY, 7 MAY 2012
RI Advice Group has redesigned adviser agreements to give advisers a competitive advantage post-FOFA. "FOFA will lead to significant changes for the financial advice industry so all forward thinking businesses need to assess their practices and be FOFA-ready," ...

PATRON makes Victorian move

RACHEL DAVIS  |  WEDNESDAY, 7 SEP 2011
... as part of its eastern seaboard growth strategy. Sharon Cummins has been appointed Victorian state manager for the advice group. Cummins has over 18 years of industry experience and was most recently Victorian State Manager for Australian Financial Services. ...

Snowball Shadforth planning for a FOFA future

RACHEL DAVIS  |  FRIDAY, 1 JUL 2011
The merged entity of planning groups Snowball and Shadforth will be FOFA equipped and ready. Shadforth shareholders have made it official this week and accepted the Snowball offer, with over 90% of votes in favour of the merger. The two non-aligned ...

RI Advice insurance sales up 300pc

ELISE BURGESS  |  THURSDAY, 16 JUN 2011
Life insurance sales are up by 300 per cent for RI Advice Group since late 2009 with adviser insurance training also surging. Back in 2009, RI Advice Group, formally RetireInvest, repositioned the business to provide comprehensive advice, allowing its ...

RI Advice add managers

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
ANZ Wealth's RI Advice Group has added two new national managers as the advice firm prepares for industry regulation changes. Former CPG manager of research, Jason Coggins, has accepted the role of RI's national manager of investment research and will ...

Merged planning groups plot Snowball effect

MATT WOODINGTON  |  THURSDAY, 26 MAY 2011
Snowball Group and Shadforth Financial Group are driving the consolidation agenda with their merger which came about largely thanks to the matchmaking skills of financial planning industry stalwart John Godfrey. The two non-aligned financial advice ...

RI Advice partners with Tas bank

ELISE BURGESS  |  MONDAY, 9 MAY 2011
ANZ Wealth's RI Advice Group has furthered its strategy of aligning with local groups to expand business, partnering with Tasmanian financial institution B&E Personal Banking. Bringing to the alliance some 36,000 Tasmanian members, the partnership between ...

ASIC clampdown on poor business models in advice

ELISE BURGESS  |  MONDAY, 14 MAR 2011
The Australian Securities and Investments Commission (ASIC) will introduce tough measures - including suspension or cancellation of licences - against financial advice groups that have turned complacent on their compliance and dispute resolution policies. ...

RI Advice Group targets WA practices

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
RI Advice Group (RI, formerly RetireInvest) plans to recruit five Western Australian financial planning groups to its network this year, starting with Perth-based group Wealth Designers. The financial planning network said it expects to bring on another ...