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Showing 31 - 40 of 189 results for "Adviser Network"

AMP appoints advice transformation manager

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
... Hopkins held roles at Westpac, Citi and Macquarie Group. Her appointment comes amid upheaval for AMP's financial adviser network. A class action was filed in July against AMP by its own advisers in relation to the institutions decision to slash Buyer ...

Ord Minnett acquires E.L. & C. Baillieu

ELIZA BAVIN  |  FRIDAY, 6 NOV 2020
... said. "The combination of E.L. & C. Baillieu's brand heritage and history, private stockbroking business, its adviser network, its client-base and operational synergies will cement Ords as a respected Australian wealth brand. "The scale benefits ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... its transformation. "This is differentiating technology that IOOF now owns exclusively, for the benefit of our adviser network," he said. "It will significantly improve and streamline the client experience, meaning less time is spent collecting data ...

Synchron compliance lead moves to AMP

ELIZABETH MCARTHUR  |  MONDAY, 17 AUG 2020
... largest advice AFSL in Australia with 1025 registered advisers, a 4.7% market share. The second largest is the SMSF Adviser Network, an AFSL designed for accountants that want to be able to provide SMSF and superannuation advice to clients with 858 advisers ...

Embattled AMP sees wealth earnings dive

ELIZA BAVIN  |  THURSDAY, 13 AUG 2020
... 43%, with AMP saying its aim is to "reinvent" the business. "In 1H20, progress continued on reshaping aligned adviser network to be more professional, compliant and productive," AMP said. "Advice reshape delivered on plan in 1H20 with rehoming of clients ...

Advisers file class action against AMP

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JUL 2020
... have a strong, viable advice business for clients." "We recognise the changes are challenging for many in our adviser network, and we're providing support to our advisers to help them manage the transition, including those who support the class action." ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... does not show how many advisers IOOF picked up from ANZ. Commonwealth Bank also shed 99 advisers and the SMSF Adviser Network lost 84. National Australia Bank's advisers went from 350 to 279, with 71 exiting in the last six months. Meanwhile, GWM ...

Madison sale confirmed

JAMIE WILLIAMSON, KANIKA SOOD  |  WEDNESDAY, 3 JUN 2020
... exciting period." Likewise, Clime chief executive Rod Bristow said he is delighted to welcome Madison and its adviser network. "Over nearly 25 years in operation, Clime has built trust by distilling complexity into actionable insights for investors. ...

IOOF to provide fee relief to adviser network

ELIZA BAVIN  |  THURSDAY, 28 MAY 2020
... sought to serve the community and those who are most in need. "That is why our 2000 dedicated employees and our adviser network of over 1300 are stepping up to serve the community at this time and I applaud them for doing this."

Mortgage Choice Financial Planning rebrands

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
... cost-effective advice. "We continue to make a significant investment in technology to cater to the needs of our adviser network and their customers to make advice accessible and affordable," Thomas said. "Particularly at this time when help, guidance ...