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Showing 21 - 30 of 45 results for "Dealer Services"

Accountants flood independent licensee

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... revenue, and boost the valuation of their practices," Holman said. GPS Wealth currently provides licensing and dealer services to over 100 financial advisers and 70 accountancy firms nationally.

Advice industry faces insurance quandary

ALEX BURKE  |  MONDAY, 4 MAY 2015
... services (or specialist, less 'mainstream' investment advice) can become very expensive for independent practices. My Dealer Services business manager Alex Euvrard said: "We have found that an adviser's business model that deviates a little bit from ...

Fortnum ready to recruit advisers after ANZ stake buyout

LAURA MILLAN  |  WEDNESDAY, 6 AUG 2014
... and 87 financial planners raising money to complete the buyout. However, ANZ will continue to provide dealer-to-dealer services to Fortnum. Fortnum executive chairman Ray Miles said that an increasing number of advisers are agitating to break-away from ...

AIOFP members to undertake compliance review

LAURA MILLAN  |  TUESDAY, 12 NOV 2013
... (AIOFP) will be undertaking compliance reviews under a new partnership with two service providers. Argyle and My Dealer Services will be providing the AFSL review service to over 90 independently-owned practices under AIOFP. AIOFP executive director ...

New adviser service speeds up dealer group creation

LAURA MILLAN  |  MONDAY, 30 SEP 2013
... own licence has prompted the partnership of two companies to assist advisers create their own dealer group. My Dealer Services and Libertas Solutions will help advisers to obtain an Australian financial services licence (AFSL) and manage the ongoing ...

Bennelong FM consolidates presence in QLD

LAURA MILLAN  |  TUESDAY, 9 JUL 2013
... presence," he said. Saw has over 16 years' experience within financial services and she joins Bennelong from AIW Dealer Services, where she was practice development manager and responsible for the group's national network of advisory practices. Previously ...

New RI boss announced

BEN COLLINS  |  TUESDAY, 22 JAN 2013
... execution of organisational growth," Younger said. Previously Whereat headed Licensee Select, BT Financial Group's dealer services business, and was responsible for business solutions program AdviserNETgain. "RI is a strong brand with a long history ...

Netwealth owned Paragem rebrands as Pathway

RACHEL DAVIS  |  THURSDAY, 1 MAR 2012
Paragem's Dealer Services will change its name to Pathway Licensee Services from March 2012, as the business integrates into the netwealth Group. Paragem Dealer Services was acquired by the netwealth Group in November 2011 but Ian Knox and Charlie Haynes ...

FSP reviews group terms, eyes recruits

ELISE BURGESS  |  MONDAY, 23 JAN 2012
... it hopes to attract attracting firms from groups which haven't offered advisers FOFA readiness support or full dealer services. "We believe advisers who have strong client relationships and a clear advice value proposition will ultimately be the winners ...

Paragem sells dealer services to netwealth

CLAIRE MCGREAL  |  MONDAY, 7 NOV 2011
Independent service provider Paragem has sold its dealer services arm to privately owned platform provider netwealth. The company said the sale would allow it to focus on growing Paragem Wholesale AFSL (PWA), "at a time when regulatory change is driving ...