Search Results | Showing 31 - 40 of 45 results for "Dealer Services" |
| | | ... St.George and Westpac," said Mark Spiers, general manager advice, BTFG. Additionally, Hall will be responsible for dealer services, technical support and the development of new research tools, para-planning and advice documentation and professional development. ... |
| | | | ... has over $350 million in funds under advice. "Our decision to join [independent dealer service provider] Paragem Dealer Services was primarily due to its strong compliance support, which was important to us after having made the decision to keep our ... |
| | | | ... have joined SMSF online resource centre, www.thesmsfreview.com.au in its first three weeks of launching. Paragem Dealer Services introduced the website to the financial planning community in late May. Ian Knox, managing director of Paragem, has confirmed ... |
| | | | ... model. The institutional backing comes after ING aligned RI Advice Group signed a deal with Fortnum to provide core dealer services to the planning business. "RI will provide Fortnum with institutional backing without compromising our unique offering ... |
| | | | ... Investment Services, where he held various senior management roles and was most recently group manager for network dealer services and international business development. Lawton also had a successful Rugby Union career as a former Wallabies player prior ... |
| | | | Paragem Dealer Services has appointed a former Coin manager Esther Moseley to the newly created role of head of process improvement for advice practices. Moseley will be in charge of reviewing the workflow and software configuration of over 190 clients ... |
| | | | ... planning, administration. FPSA, which counts netwealth as a majority shareholder, currently provides wholesale dealer services to 56 authorised representatives with an average turnover of $300,000 per annum. |
| | | | ... providing advice varies based on the nature of the advice being sought. High costs typically stem from assorted dealer services, compliance costs, research, provision of software, and para-planning expenses. The benefits however, arguably outweigh the ... |
| | | | ... scale. "The buy-back provided the catalyst for a company restructure, allowing AFS to potentially offer dealer-to-dealer services and consider alliances or acquisitions of like minded organisations," Daly said. "Institutional independence was critical ... |
| | | | ... AUFP. The new planning practices mean there are now 11 branches nationwide under the AUFP umbrella. AUFP head of dealer services Ross Johnston says the establishment of the three practices illustrates the company's approach to building its planning network ... |
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