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Showing 31 - 40 of 41 results for "AXA Financial"

AXA names new state manager

RUTH LIEW  |  MONDAY, 18 FEB 2008
... planning, acquisitions, succession plans and the recruitment of new advisers to the group. In 2006 he was awarded the AXA Financial Advice Network Development Award. Morris held the position of regional manager with National Australia Financial Planning ...

Vanguard appoints sales head

... Brett Mennie as national sales manager in adviser sales. Prior to joining Vanguard, Mennie was state manager for AXA Financial Advice Network, managing a network of 300 financial advisers across three AXA dealer group businesses. He was also responsible ...

AXA's value of advice translating into happy customers

HAMISH MADDEN  |  MONDAY, 23 OCT 2006
Research commissioned by AXA Financial Planning to gauge the success of its 'value of advice' strategy found that more than 90 per cent of clients were so happy with their adviser they would recommend them to friends and colleagues. The study was undertaken ...

We need to show people how to plan: AXA

ALEX DUNNIN  |  THURSDAY, 5 OCT 2006
... have a financial plan, many are unsure what a financial plan actually is and how to go about developing one. The AXA Financial Planning Insights Survey for October has found that one-quarter of people responding to the survey do not have a documented ...

AXA provides more lending facilities

AXA Financial Advice Network (FAN) Licensees, AXA Financial Planning and Charter Financial Planning have teamed up with a third party mortgage distributor to bolster their suite of lending facilities. The new arrangement is with Alliere, a fully-owned ...

Sage joins the Tandem team

HAMISH MADDEN  |  FRIDAY, 19 MAY 2006
... existed between Safe and Tandem's service and advice-based culture," said Analaura Luna. Sage was formerly part of the AXA Financial Planning network and was incorporated in 1999.

AXA grow adviser support

AXA Financial Advice Network is expanding the support it offers its financial advisers, by releasing a new business management solution to be introduced and overseen by a new national manager who is set to start this month. Steven Davison, previously ...

Succession planning driving advisers more than sales

... have a strong succession and operational strategies will be at the bottom-rung of the market pool. To address this, AXA Financial Advice Network will release AXA GROW later this month, which services such as business management and funding for financial ...

AXA announces dealer group and adviser service changes

... of Altus Financial Services. At the time, AXA said its network would now comprise just two dealer group brands - AXA Financial Planning and Charter Financial Planning. "AXA already has one of the largest and most highly ranked dealer group networks in ...

Dealer group goes in AXA shake-up

... the closure of Altus Financial Services. AXA said its network would now comprise just two dealer group brands - AXA Financial Planning and Charter Financial Planning. AXA's National Manager Dealer Groups, Andrew Waddell, said the consolidation would ...