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Showing 21 - 30 of 69 results for %22Genesys Wealth Advisers%22

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... advice and banking division Rob Caprioli and was responsible for five licensees: AMP Financial Planning, Hillross, ipac, Genesys and Charter Financial Planning. "Steve is one of AMP's longest serving employees and I'd like to thank him for his commitment ...

Van Eck grows distribution team

STAFF WRITER  |  THURSDAY, 23 APR 2015
... listed securities service offerings for AMP licensees. Previously he was a senior investment specialist at Genesys Wealth Advisers and before that held various roles at AXA Australia, including four years as an investment research analyst. Van Eck Global ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... groups was largely affected by scandals at Commonwealth Financial Planning and Macquarie Private Wealth. AMP shut down the Genesys dealership and Suncorp's Guardian Advice license had conditions imposed on it over concerns about the appointment of ex-advisers ...

Westpac, Count on ASIC radar over complex product advice

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
... December 2013 ASIC identified concerns over complex product advice at Count Financial, FSS Advisory, AMP-owned Genesys Wealth, HSBC Bank Australia, Madison Financial Group, MASU Financial Management, Meritum Financial Group, Sentry Financial Services ...

AMP boosts self-employed advice channel

LAURA MILLAN  |  THURSDAY, 19 FEB 2015
... from minus $26 million in 2013 to minus $8 million in 2014. Assets under management were up 10.9% to $1.1 billion. Genesys Wealth lost 17 advisers and had 202 advisers at the end of 2014, following AMP's announcement that it would wind up the license. ...

Genesys advisers looking at all options following wind up

LAURA MILLAN, JAMES FERNYHOUGH  |  WEDNESDAY, 19 NOV 2014
Advice practices licensed under AMP-owned Genesys Wealth are currently considering all options after the licensee announced yesterday that it would wind up. At the moment, 92 advice firms employing 188 advisers are licensed under Genesys, according ...

AMP to wind up Genesys licence

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
AMP Group will close the Genesys dealer group and will offer practices under the dealership a "smooth transition" to other AMP licensees. An AMP spokesperson confirmed that the group has undertaken "a strategic review of the Genesys business over the ...

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... AMP's financial advice network in Australia comprises AMP Financial Planning, Charter Financial Planning, Genesys Wealth Advisers, Hillross, Horizons, ipac and smsf advice

Another Genesys executive leaves amid AMP restructure

LAURA MILLAN  |  MONDAY, 19 MAY 2014
Genesys Wealth Advisers head of leaders program and strategic alliances has left the AMP-aligned business, following the redundancies of five other managers in January. Andrew Kennedy has now left Genesys and started a new role as head of distribution ...

Robertson and Wadell out in AMP reshuffle

HARRY PAGE, ALICE URIBE  |  FRIDAY, 17 JAN 2014
... casualties of yesterday's company restructure announcement. The managing director of AMP-aligned dealer group Genesys Wealth Advisers Paul Robertson and Andrew Waddell, director of Advice and Strategic Development will depart the group at the end of ...