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Showing 331 - 340 of 355 results for "Advice practices"

Macquarie focuses on independents with Visor

MELANIE TIMBRELL  |  THURSDAY, 16 AUG 2012
... the institutional market, Macquarie will retain management and ownership of the offer for independent financial advice practices under the new name. "Macquarie has a strong track record of developing innovative and tailored solutions for IFAs," said ...

ClearView expands advice division

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
... advice division through both acquisition and organically with the recruitment of experienced advisers. Financial advice practices to have recently joined ClearView include the Leverington Financial Group, Peter Howard Insurances and the Insurance and ...

BT appoints national manager

LINDA HAUSKEN  |  WEDNESDAY, 4 JUL 2012
... Englund said. Licensee Select was established in 2000 and provides a range of business to business solutions for advice practices who are looking to, or currently running, their own AFSL. Licensee Select currently provides services to 76 licensees and ...

Guardian Advice recruits four new practices

RACHEL DAVIS  |  THURSDAY, 3 MAY 2012
... In 2011, Suncorp Group owned Guardian repositioned as a risk-focused dealer group aligned to growth-oriented advice practices, with a philosophy to enable advisers to "do business their way." "Australia's advice landscape is highly competitive, and with ...

APLs a potential minefield under FOFA

ELISE BURGESS  |  THURSDAY, 12 APR 2012
... to wait and see how ACCC and ASIC interpret the regulation," said Lucas. Lucas said that the best position for advice practices now is to lower sponsorship fees so there is no barrier entry and therefore all fund managers potentially have access. "If ...

Perpetual completes retail distribution restructure

CLAIRE MCGREAL  |  WEDNESDAY, 22 FEB 2012
... Thompson's strategic accounts team is made up of senior staff who will service the head offices of the largest advice practices and platforms. His previous experience includes senior positions at AMP, Suncorp and Colonial Fist State. At MLC Wealth Thompson ...

Midwinter's Esler joins Ibbotson Associates

ELISE BURGESS  |  TUESDAY, 22 NOV 2011
... investment capabilities and solutions for its adviser dealer groups and maintain relationships with financial advice practices Prior to joining Ibbotson, Esler was executive director, strategy and technical services for Midwinter Financial Services ...

DKN and Lonsdale heads leave and form BT advice unit

ELISE BURGESS  |  MONDAY, 7 NOV 2011
... Spiers, BT Financial Group's general manager of advice, said the unit's mandate is to deliver business solutions to advice practices and take advantage of scale from working with the broader BT Financial Group. "It's a very exciting time and we look ...

Guardian Advice appoints new WA state manager

CLAIRE MCGREAL  |  TUESDAY, 25 OCT 2011
... looking for growth opportunities for the business in WA and will provide practice management and coaching to advice practices. Guardian Advice executive manager Simon Harris, said, "Before working with a number of product providers, Wes was an adviser ...

MLC creates licensee relationship manager roles to support adviser network

CLAIRE MCGREAL  |  TUESDAY, 18 OCT 2011
... and regulatory change. "Adding the new LRM roles to the team will significantly enhance the service our valued advice practices receive on a day to day basis," said Miller. "Our new LRMs, combined with our PDMs and PMCs will ensure MLC's advisers within ...