Search Results | Showing 471 - 480 of 1904 results for "licensee" |
| | | ... Tasmania. "In that five-year period, in those states he took Synchron from a very small operation to being big enough to be a licensee in its own right," Trapnell said. Prior to joining the licensee, he led AMP's financial planning business for more ... |
| | | | DomaCom has reported growth in recent months, with its funds under management having now exceeded the $100 million mark. The bulk of these funds has been in property acquisitions for small investors and self-managed superannuation funds. Traditionally ... |
| | | | Midwinter has appointed a new head of advice sales this month, who spent nearly a decade at Challenger. Stacey Cowan finished up as the state manager for New South Wales and the Australian Capital Territory at Challenger in December to join Bravura's ... |
| | | | ... Results founder John Birt said. "In 13 years (since the GFC), prices have moved up for the first time," he said. Demand for licensee groups of 50 to 200 authorised representatives to be acquired by one bulk purchase continues to be evident. On the mortgage ... |
| | | | ... since December 1. Lighthouse Advice Group, Forza Wealth, Allman Financial Services, McAllister Wealth Group, Palladia Licensee Services, Argent Wealth Licensing and Edge Financial Groups applied for new AFSLs. In early 2020, there were 24,059 advisers. ... |
| | | | ... The life insurer has made a series of appointments to its retail distribution team in the hopes of strengthening its licensee and adviser relationships. Four new additions have been made, reporting to general manager of retail distribution partnerships ... |
| | | | A recent study found flows to individual funds do directly follow performance, but there's a catch. Rainmaker analysis of actively managed funds data for the 12 months to September this year shows flows follow performance but there is a lag of about ... |
| | | | An industry group for independent financial advisers and lawyers have come out criticising Westpac over the six cases brought against it by ASIC. Slater and Gordon Lawyers is calling on Westpac to 'walk the talk', after Westpac's chief executive Peter ... |
| | | | ... in Sunbury. It was most recently part of the Nextplan and prior to that was licensed with Total Financial Solutions (a licensee that was owned by CountPlus). Financial Momentum director and financial adviser Matthew Holmes said: "We have ongoing relationships ... |
| | | | ... Management is remediating more than $12 million to about 8000 members. Also on advice, ASIC alleges that Westpac's former licensee groups BT Financial Advice, Securitor Financial Group and Magnitude Group charged ongoing contribution fees for financial ... |
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