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Showing 11 - 20 of 21 results for "Futuro"

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... Investment Management formed an alliance with one of Australia's largest non-bank financial advice dealer groups. Aligning with Futuro Financial Services, Clime will draw upon the licence, operating and compliance services offered by Futuro to further ...

Futuro completes restructure

KERRIE SYDEE  |  THURSDAY, 18 AUG 2016
Futuro Financial Services has completed a 12 month restructure of its wider business and executive team. The restructure has seen Dennis Bashford step aside as managing director and into the role of executive chair. Bashford has now fully handed over ...

Praemium partners national advice firm

MARK SMITH  |  THURSDAY, 12 MAY 2016
Praemium has launched a new managed account solution for a national dealer group. The partnership with Futuro makes Praemium's SMA technology available through the dealer group's subsidiary Sterling Managed Investments. It enables Futuro advisers and ...

Futuro makes five key appointments

ALEX BURKE  |  FRIDAY, 23 OCT 2015
Futuro has appointed four new planners and a client service coordinator across its aligned practices. Manly Financial Services in Sydney has appointed a senior strategy and research adviser, Brisbane-based iPlan has hired a planner, and Stablewealth ...

Perpetual, TAL advisers join independent firm

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
... adviser Scott Anderson and TAL national manager of value and retention Anthony Simpson. MFS is licensed under dealer group Futuro Financial Services, which decided to interrupt buyout plans by AMP in February 2015. Futuro's acquisition agreement with ...

Futuro ends AMP buyout deal

LAURA MILLAN  |  THURSDAY, 26 FEB 2015
AMP will not be able to proceed with the planned buyout of Futuro Financial Services after both businesses agreed to end the ownership deal. AMP acquired a 10% stake in Futuro in 2012, and the agreement left open the option to increase participation ...

AMP to take full ownership of Futuro

LINDA HAUSKEN  |  MONDAY, 27 AUG 2012
AMP has outlined plans to take full ownership of independently owned Futuro Financial Services (FFS) and merge the advice business with its own dealer group Charter Financial Planning by 2017. In March, AMP acquired a 10% stake in the advice business ...

AMP expands network with Futuro acquisition

MELANIE TIMBRELL  |  THURSDAY, 8 MAR 2012
AMP has taken a 10% minority stake in independent adviser group Futuro Financial Services, with the intention of achieving full ownership within five years. The transaction will take place in three stages with Futuro continuing to operate under its ...

Futuro grows planning network

PRESS RELEASE  |  TUESDAY, 6 APR 2010
Futuro Financial Services has increased its national network by nearly 50 per cent to 93 per cent in the past 18 months. The independent financial planning group had 64 authorised representatives in October 2008 but that number reached 93. The group ...

Zenith wins clients and adds to team

MICHAEL HOBBS  |  FRIDAY, 13 FEB 2009
... Investment Partners' existing client list includes Newcastle based Prosperity Advisers, Goldsborough Financial Services, Futuro Financial Services. David Wright, Zenith Investment Partners director, said Higgins joined the firm last month and is spearheading ...