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Showing 21 - 30 of 228 results for "Advice Group"

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
The chief executive of a North Sydney financial advice group is permanently banned by ASIC for faking his Financial Adviser Exam results. In December 2021, Bluepoint Consulting chief executive and co-founder Todd Karamian altered the result on his Financial ...

Invest Blue trials nine-day fortnight for advisers

CASSANDRA BALDINI  |  MONDAY, 13 MAR 2023
The financial advice group has adopted a nine-day fortnight pilot, giving full-time employees an extra 26 days off a year at a cost of roughly $1.9 million per annum. In a bid to foster employee wellbeing and drive productivity, the financial advice ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... are excited to bring our cutting-edge WealthEye CRM solution to advice businesses of all sizes," Fowler said. The advice group rolled out its WealthEye platform in 2021 in conjunction with LivePreso.

Advice group convicted of hawking

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
National Advice Solutions was convicted in a Queensland court for cold-calling consumers and trying to convince them to switch their super fund, copping a $70,000 fine. National Advice Solutions' AFSL was cancelled in December and its two responsible ...

Another Diversa offering bites the dust

JAMIE WILLIAMSON  |  TUESDAY, 31 JAN 2023
Diversa is winding up DIY Master Plan, saying it is in the best interests of members, who will now be transferred to HUB24 Super. Established in 2007, DIY Master Plan is a solution for financial advice groups looking to offer their own superannuation ...

Diverger makes $65m bid for Centrepoint Alliance

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
... interest already under its belt, Diverger is looking to acquire 100% of Centrepoint Alliance. Yesterday, the listed advice group entered a call option deed with TIGA Trading and Thorney Holdings in respect of 19.99% of Centrepoint. This was followed ...

CountPlus names chief executive

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
Following the sudden departure of Matthew Rowe in February, the financial advice group has named its new chief executive while also naming a new chief financial and operating officer. Hugh Humphrey will take over as chief executive of CountPlus on July ...

BWC Partners joins Count Financial

JAMIE WILLIAMSON  |  THURSDAY, 28 APR 2022
The national advice group has welcomed BWC Partners to its network, bringing its total new adviser count so far in 2022 to 41. BWC Partners is a boutique retirement advice firm with three offices in Victoria. The firm was founded in 2017 by Stephen ...

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... ANZ's $168.7 million bill was split across Financial Services Partners, Millennium3 Financial Services, and RI Advice Group, now also part of IOOF. Macquarie's liability reached $4.6 million, the majority of which relate to fees for no service ...