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Showing 11 - 14 of 14 results for "My Adviser"

Retail advice industry needs new models

MELANIE TIMBRELL  |  WEDNESDAY, 1 FEB 2012
... of the platform for implementation. "Ideally you want to tie this offering to the platform you're using. If I ring my adviser and we agree to do something on the phone, it's great if the SOA can be generated really quickly, but we want to be able to ...

Plan B names new CEO

ELISE BURGESS  |  THURSDAY, 8 SEP 2011
... Black, but has already begun implementing its expansion plans. In April, Plan B bought one third of planning group, My Adviser, with the remaining two thirds to be purchased over the next two years. Plan B said it purchased My Adviser to help strengthen ...

My Adviser takeover brings new managing director

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
Financial planning dealership My Adviser has named Philippa Sheehan as its new managing director in a generational change prompted by the friendly takeover by Plan B. Current managing director, Michael Summers, said he would withdraw from the role as ...

West takes east-coast planners

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
West Australian wealth management firm Plan B has begun a friendly takeover of financial planning dealership My Adviser, opening the door to a large network of eastern state advisory businesses. The My Adviser network has 54 advisory firms with 122 ...
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