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Showing 21 - 30 of 64 results for "Infocus"

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
Infocus Wealth Management planners will deliver financial advice to over 450 offices throughout Australia via an exclusive referral arrangement with a global accounting firm. NYSE-listed H&R Block, which opened its doors in Australia in 1971, employs ...

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... technology and build a presence in the retirement space. Last year the company signed a deal with robo-advice platform Infocus Wealth Management which incorporated the Morningstar wealth forecasting engine into its earnie.com.au platform.

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
Infocus Group has celebrated the successes of leading businesses providing exceptional financial advice across the Infocus and Patron Australian Financial Services Licensees. Announced at the group's annual conference in Singapore, a total of 18 awards ...

Clock ticks for institutional advice licensees

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... months, and Suncorp exiting its advice business in 2015, there appears to be an emerging trend at institutional licensees. Infocus Wealth Management managing director Rod Bristow said the "conscious uncoupling" is a shame as decisions are appearing to ...

Kina appoints Suncorp vet as director

ALEX BURKE  |  MONDAY, 12 SEP 2016
... Smith-Pomeroy joins Kina while serving as a non-executive director of Queensland Treasury Corporation, Stanwell Corporation, InFocus Wealth Management and the National Affordable Housing Consortium. She also sits on the Queensland Advisory board at AustralianSuper ...

Infocus sets sights on culture

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
Queensland based Infocus Wealth Management has launched a national masterclass, which focuses on client engagement and the delivery of quality advice. The on-going masterclass titled 'Building a High Performing Advice Business' has seen more than 100 ...

Infocus appoints new director

ALEX BURKE  |  TUESDAY, 9 AUG 2016
Infocus Wealth Management has appointed a new non-executive director and chair-elect. Roy McKelvie is currently chair of Encompass Corporation, Condor Energy Services and the investment board of AMB Capital Partners. He is also a non-executive director ...

Infocus launches free robo-advice solution

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
Infocus Wealth Management (Infocus) has entered the robo-advice market, launching direct-to-consumer financial advice tool, earnie.com.au. The launch of earnie.com.au allows Infocus to access the growing direct to consumer advice market, and is intended ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
... Decimal was awarded best superannuation scaled advice application for its superannuation intra-fund advice technology, with Infocus Platformplus awarded the 2015 innovation award for using peer benchmarking to promote best practice. "The deployment of ...

Ibbotson adopts Morningstar brand

ALEX BURKE  |  MONDAY, 18 APR 2016
... produce great outcomes for Australian investors." This news follows the recent announcement that wealth management group Infocus would launch a direct-to-consumer advice service using Ibbotson's investment management services. Morningstar Australasia ...