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Showing 11 - 20 of 23 results for "Adviser solutions"

HUB24 reports record first half

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... for expanding market opportunities and to leverage the changing market dynamics to create superior client and adviser solutions," HUB24 managing director, Andrew Alcock said.

Robo advice set to fail: Morningstar

KERRIE SYDEE  |  FRIDAY, 20 MAY 2016
Pure play robo advice will not stand that test of time, according to Morningstar's head of adviser solutions, Andrew Whelan. Speaking at the 2016 Morningstar Investment Conference in Sydney, Whelan argued that the cost of client acquisition would be ...

ASIC cancels boutique's AFSL

HARRY PAGE  |  THURSDAY, 18 DEC 2014
... decision at the Administrative Appeals Tribunal. Protect Ensure is a boutique AFSL that provided a wide range of Adviser solutions.

OneVue beefs up team ahead of SMSF service launch

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
... release the new SMSF services later this year, following consultation with advisers and accountants. OneVue's adviser solutions team has appointed new business manager Waheed Rahman and fund accountant Shamil Samji. They both come from SMSF provider ...

Zenith targets dealer groups with investment solutions

MATT WOODINGTON  |  TUESDAY, 28 JUN 2011
... Zenith partners and associate directors Glen Franklin and Ben Davis, Zenith Investment Solutions will offer adviser solutions, investment product solutions, fund manager solutions and research tools and web solutions. Zenith has been offering the services ...

Australian Unity supporting advisers with appointment

ELISE BURGESS  |  FRIDAY, 24 JUN 2011
Fund manager Australian Unity has created a new national adviser solutions manager role and appointed former UK senior player, Simon Reed. A new business development manager for Victoria and Tasmania has also been appointed. Reed will be responsible ...

Suncorp names exec manager of life risk

COMPANY RELEASE  |  TUESDAY, 25 MAY 2010
... has appointed former Aviva general manager of distribution, Richard Bellis, as executive manager of life risk adviser solutions. Bellis worked as general manager of distribution at Aviva between 2006 and December 2009 and has held a number of senior ...

ING buys 37.5pc stake in Sentry

MICHAEL HOBBS  |  THURSDAY, 6 MAR 2008
... on who would represent INGA on the Sentry board. Sentry Financial Group consists of 81 advisers across Epic Adviser Solutions, Sentry Brokers, Sentry Insurance Brokers and Sentry Financial Services. "With funds under management of more than $1.1 billion ...

Lifeplan appoints new solutions manager

RUTH LIEW  |  FRIDAY, 22 FEB 2008
... Specialist investment firm Lifeplan Funds Management has appointed Alison Massey to the debut role of national adviser solutions manager. The new position was created as a result of investor demand of Lifeplan's specialised products. Massey was previously ...

Sentry and Epic forge alliance

HAMISH MADDEN  |  WEDNESDAY, 20 JUN 2007
Sentry Group and Epic Adviser Solutions will join forces from the beginning of July to operate under the Sentry Group Australia banner. Under an agreement signed between Sentry Group and Questus Capital Group, the parent of Epic, the two groups will ...