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Showing 21 - 30 of 113 results for %22SMSF Adviser Network%22

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... is reflected across aligned and non-aligned AFSLs. Aligned AFSLs edge out the non-aligned at 23% and 21% respectively. The SMSF Advisers Network (33%), AMP Financial Planning (19%), Charter Financial Planning (18%), Morgans Financial (15%), Merit Wealth ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... while 778 ceased registrations. Overall, AMP Financial Planning (653) has the highest number of advisers, followed by the SMSF Advisers Network (647), Morgans Financial (469), Synchronised Business Services (422), Charter Financial Planning (411) and ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... account record. "We're proud to be part of Shaw and Partners' growth journey and grateful for the opportunity to support its adviser and client network. Shaw and Partners is effectively leveraging multiple aspects of the LAB Group offering, deriving ...

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... access to discrete and effective support even more important." The Financial Planning Association of Australia (FPA) and SMSF Association are both network members of The Separation Guide, as is the Financial Services Institute of Australia.

QSuper head moves to AMP

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... is putting an end to all Buyer of Last Resort (BOLR) arrangements and has created a new service model for its aligned network.

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... 19,544, latest ASIC data shows. As at July 1, AMP Financial Planning finished the financial year with 690 advisers, while The SMSF Advisers Network (SAN) had 669 representatives at the end of the period, Rainmaker modelling of ASIC's Financial Adviser ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Lonsdale Dealer Associates. AMP Financial Planning netted 304 exits, paring down its representatives from 1038 to 734. The SMSF Advisers Network (SAN) has the largest book of advisers at 763, but over the period farewelled 98. SAN is operated by the ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... was finalising its verdict. On a year-on-year comparison, the number of advisers dropped 11% at the end of March 2021. The SMSF Advisers Network is currently the largest advice licensee, followed by AMP Financial Planning, Morgans, Synchron and Charter. ...

AMP adviser numbers shrivel

ELIZABETH MCARTHUR  |  TUESDAY, 12 JAN 2021
... institution no longer the largest AFSL in the country by number of advisers. The largest AFSL is now the SMSF Adviser Network which had 839 advisers as at 31 December 2020. AMP Financial Planning lost the most advisers of any AFSL in 2020, with 345 departing ...

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and SMSF accounting and have been part of the Bendigo community for over 20 years. Venture director and financial adviser Nicola Chaffe ...