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Showing 21 - 30 of 75 results for "GPS"

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... Investments, reported a flat $1.8 million in statutory net profit for the same period. The wealth solutions division comprises GPS Wealth, Merit Wealth, The SMSF Expert and Paragem, which was acquired in February 2021. The unit's net revenue grew 30% ...

NAB partners with life insurance, advice provider

ANNABELLE DICKSON  |  FRIDAY, 3 SEP 2021
... products provided by Kooyong Group to Avant's 78,000 members. "Our business for specialised professional customers such as GPs and dentists has grown 7.5% over the past 12 months," NAB's group executive for business & private banking Andrew Irvine said. ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
... Wilsons Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where she oversaw the firm's private wealth function. ...

Dealer group awards mandate

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 AUG 2021
A dealer group has moved a large global equities mandate to a boutique fund manager. Easton Wealth licensee GPS has the global equities mandate for its CARE portfolios to Insync Funds Management. Insync also said it recently secured support from one ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... with law firm Mills Oakley in response to the Hayne Royal Commission. It currently works with licensees such as Interprac, GPS Wealth and Wealth Today. Fourth Line chief executive David Travers said: "Our experience has identified that the best quality ...

Actuaries Institute unveils IDII recommendations

KARREN VERGARA  |  MONDAY, 24 MAY 2021
... operational practices, pricing uncertainty, risk management and risk appetite. Life insurers need to engage more effectively with GPs in claims management by requesting factual medical information from the doctors only and use assessments from occupational ...

HUB24 to acquire Xplore, offloads Paragem

ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2020
... Rainmaker data, Paragem is currently home to 76 financial advisers. Following the transaction, Easton - which already owns GPS Wealth - will be the fifth largest dealer services group in Australia, it said. HUB24 said the investment in Easton will position ...

Fidelity backs personality tests

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
... identified four types of client, motivated to seek financial advice for different reasons. They are: the celestial navigator, the GPS navigator, the radio navigator and the compass navigator. Celestial navigators are generally reasonably affluent and ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... Financial Planning adviser has been handed a four-year ban for failing to provide appropriate advice. Meanwhile, a former GPS Wealth representative has been banned for three years for similar misconduct involving insurance products. Former Sydney-based ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... McGregor for a consideration of $500,000 plus the repayment by this entity of $225,000 in loan funds. McGregor is also founder of GPS Wealth. GPS Wealth was sold to Easton Investments in 2017, at which time McGregor stepped down as director. Financial ...