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Showing 31 - 40 of 204 results for "Adviser Network"

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
... it does not believe the offer reflects its strategic value. In support of this, Centrepoint noted its extensive adviser network, acquisition of ClearView's advice business and growth in a time when other licensees have shrunk. "Industry consolidation ...

Diverger makes $65m bid for Centrepoint Alliance

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
... million remains upon completion. This would have no impact on the offer price. If successful, Diverger's financial adviser network balloon; Centrepoint's comprises about 1200 advisers, including some that are self-licensed. Combined, the two firms service ...

Midwinter awarded Count Financial mandate

CHLOE WALKER  |  TUESDAY, 7 JUN 2022
Midwinter's financial advice software has been selected to strengthen Count Financial's adviser network. Following a four-month pilot program during which some of the licensee's flagship practices trialled Midwinter 's software with ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
... advice firms thrive with the most advanced open architecture solutions." Centrepoint Alliance's financial adviser network was among the first to access intelliflo, with the licensee forming an agreement with the tech player early last year. The offering ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... chief advice officer Andrew Kennedy added that his licensee was committed to the ongoing professionalism of its adviser network and the finance industry more broadly. "As a licensee, creating positive client outcomes is essential, so we invest heavily ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... (167), Morgans Financial (123) and Alliance Wealth (99) have many advisers who are members of the AFA. The SMSF Adviser Network and RI Advice (32 respectively) are the biggest networks for the SMSFA, while the AIOFP has a large cohort from Interprac ...

Vale Chris Regenass

JAMIE WILLIAMSON  |  MONDAY, 17 JAN 2022
... Synchron state manager Chris Regenass, following his sad passing last week. In a video message to the Synchron adviser network, director Don Trapnell shared that Regenass passed away as a result of heart surgery complications on Thursday, January 13. ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... efficiently. Count Financial chief advice officer Andrew Kennedy said that the new firms were welcome additions to their adviser network. Since the start of the year, the two recent additions bring 25 new firms to the Count Financial group. StrategyOne ...

IOOF awards $23bn passive mandate

JAMIE WILLIAMSON  |  TUESDAY, 18 MAY 2021
... Andrew Low said: "This partnership will deliver our market-leading indexing capabilities to IOOF's nationwide adviser network and diverse client base." "We are proud to work with IOOF in providing this broad range of compelling investment offerings to ...

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... has worked at Challenger, IOOF, Capstone Financial Planning and AMP. She will lead the development of Hejaz's adviser network. "Muslims are a growing but underserved financial services market in Australia. To date, they have not been able to access specialist ...