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Showing 241 - 250 of 267 results for "Advice group"

New RI boss announced

BEN COLLINS  |  TUESDAY, 22 JAN 2013
ANZ has unveiled Former BT Financial Group executive Darren Whereat as the new boss of RI Advice Group, which it owns through its wealth management arm OnePath. Whereat replaces Paul Campbell as the chief executive of the dealer group, who said in early ...

Stammer joins Centric Wealth investment committee

ALEX DUNNIN  |  THURSDAY, 26 JUL 2012
High end wealth advice group Centric Wealth has appointed Dr Don Stammer to its portfolio construction committee. Dr Stammer's involvement with Centric Wealth will include working with the principals of Philo Capital Advisers, where he works as a non-executive ...

RI Advice expands financial planning offer

LINDA HAUSKEN  |  THURSDAY, 14 JUN 2012
... commitment to support business growth across RI's practices," said Peter Ornsby, head of practice development at RI Advice Group. Businesses are aligning themselves formally with local partners as a way of expanding their client offer and generating ...

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 ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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