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Showing 11 - 20 of 45 results for "Dealer Services"

Self-licensing trend boosts ClearView offering

ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
... Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial Planning Resources and Canberra-based ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... helpdesk, marketing and software support, he said. Alternatively, they can opt for an off-the-shelf package of dealer services including advice documents and templates, compliance manuals, and education and training. LaVista's infrastructure is built ...

Easton buys SMSF service provider

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... provide SMSF advice services. The SMSF Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support and para planning services to accountants across Australia. Easton Investments ...

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
... requiring different skills and expertise. For this reason it is important for AFSLs to partner with dealer-to-dealer services to assist them in navigating the regulatory environment," head of Affinia Marcus O'Sullivan said. O'Sullivan said the licensee ...

Lonsec names group chief executive

KARREN VERGARA  |  MONDAY, 16 APR 2018
... and its respective subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. Netwealth changed Paragem's Dealer Services to Pathway Licensee Services as of March 2012. Netwealth joint managing director Michael Heine said at the time: "The name change ...

Shaw and Partners appoints CIO

KARREN VERGARA  |  TUESDAY, 2 MAY 2017
... research for six years. He's held senior roles at Macquarie namely as an executive director, and led teams across dealer services, product and research, and private portfolio management. As the new chief investment officer, Crabb will be responsible ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... advice standards, was previously chief executive of RI Advice Group. Prior to that, he was head of key accounts and dealer services at BT Financial Group, and has also held senior roles at Asgard and MLC. In his new role, Whereat will oversee ANZ's aligned ...

ANZ makes two senior advice appointments

ALEX BURKE  |  THURSDAY, 21 APR 2016
... advice standards, was previously chief executive of RI Advice Group. Prior to that, he was head of key accounts and dealer services at BT Financial Group, and has also held senior roles at Asgard and MLC. In his new role, Whereat will oversee ANZ's aligned ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... client satisfaction," he said. This integration will be progressively rolled out this month to advisers accessing dealer services from netwealth subsidiary Pathway Licensee Services. The announcement came after a new Investment Trends adviser survey ...

Centrepoint in talks to build ex-insto advice network

ALEX BURKE  |  TUESDAY, 11 AUG 2015
... Protection for salaried advisers and Associated Advisory Practices for independent AFSLs looking to use Centrepoint's dealer services. "The principals we are speaking to realise how quickly the landscape is changing and they need to move quickly to maximise ...