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Showing 251 - 260 of 267 results for "Advice group"

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 ...

RI Advice investment team departure

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
... remains assured, a key issue which we know is important to our advisers and their clients," said Paul Campbell, RI Advice Group chief executive. Recruitment for the new investment research team has already commenced although Campbell pointed out that ...

Swanson heads MMC Contrarian

RUTH LIEW  |  FRIDAY, 26 MAR 2010
CommInsure veteran Simon Swanson has been appointed chief executive of MMC Contrarian, which recently agreed to buy ClearView Retirement Solutions and MBF Life from Bupa Australia. Swanson, who announced his retirement from CommInsure mid last year ...

ING buys 20pc stake in Fortnum

PRESS RELEASE  |  THURSDAY, 11 MAR 2010
... backing will not compromise the business' service or equity model. The institutional backing comes after ING aligned RI Advice Group signed a deal with Fortnum to provide core dealer services to the planning business. "RI will provide Fortnum with institutional ...

Shadforth signs direct shares deal

MICHAEL HOBBS  |  THURSDAY, 10 DEC 2009
... advice, has signed a deal with a technology provider to provide direct equity services to clients. The financial advice group signed Praemium to provide portfolio administration services to its clients. Nick Bedding, chief executive of the advice division ...

Shadforth eyes direct shares

MICHAEL HOBBS  |  FRIDAY, 27 NOV 2009
Shadforth Financial Group is looking to appoint an external firm to provide direct shares capabilities to its financial advisers and is also reviewing its broking business in a bid to provide different levels of advice to a wider range of clients. The ...

Synchron adds consultant after growth

COMPANY RELEASE  |  THURSDAY, 19 NOV 2009
Synchron has hit the 150-financial-adviser mark and hired a practice development consultant. The financial advice group appointed Neil McKay as practice development consultant. McKay is a financial adviser who has also acted as a risk insurance consultant ...

RetireInvest receives facelift

RUTH LIEW  |  WEDNESDAY, 23 SEP 2009
... larger holistic advice model in addition to its traditional retirement planning services, while rebranding to RI Advice Group. Paul Campbell, chief executive of the ING-owned RetireInvest, said that retirement planning is RetireInvest's forte, although ...