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Showing 31 - 40 of 53 results for "RetireInvest"

DMS' Adviser Online rolled out across Matrix

HAMISH MADDEN | FRIDAY, 9 MAR 2007

... out to the Matrix Planning Solutions adviser network, the second group in a month to implement the technology after RetireInvest also opted for the DMS solution. Matrix implemented Adviser Online at the dealer group level 12 months ago and the positive ...

RetireInvest to focus on aged care

HAMISH MADDEN | THURSDAY, 7 SEP 2006

RetireInvest is deepening its presence in the aged care advice space, forming alliances to offer financial advice to prospective aged care residents. An alliance with Mackenzie Aged Care Group will see their potential residents being offered financial ...

Plan For Life the latest researcher to launch web-based comparisons

... Online's marketing manager said the service is now used by Bridges, ING Financial Planning, Millennium 3, Tandem FP, Retireinvest, Australian Wealth Management, Whittaker MacNaught and Futuro, and is currently being trialed by about 10 other adviser ...

FSR changes usher era of less but better compliance

... software to produce SoAs that are shorter by as much as 50 per cent in length. This was soon followed by adviser group RetireInvest developing streamed down prototype SoAs for their own planners.

12 more for RetireInvest

RetireInvest has added 12 more planners to its stable, bringing the number of new planners to 61 for the year. George Haramis, RetireInvest General Manager is upbeat about the result and says, "Our targets were aggressive but we made it, and there are ...

Platinum creates new role after better-than-expected growth

... shareholder of the company. He has over 40 years of industry experience and has held senior management roles at Westpac, RetireInvest and Deakin Financial Services. Scott's prior role was as state manager in Victoria. Hills said that he will still be ...

FPA "Good Advice" campaign starts on TV this week

... campaign with the addition of Henry Financial Group, ING Financial Planning, Millennium 3, Phillips Financial Services, RetireInvest, Tandem, and Heraud Harrison joining the campaign's official supporter group.

RetireInvest uses Alliance Programme to build business

To further drive its expansion, RetireInvest has embarked on an Alliance Programme of strategic links to win business. These strategic relationships include developing formal and informal relationships with local accountants, solicitors and employer ...

New CEO for Getley Paulsen Group

... treasury management, stock broking, and financial planning. Prior to joining AMP, Jones was the WA State Manager for Retireinvest, a group with over 250 licensed financial advisers. Mr Jones said that the opportunity to take the helm of a business with ...

RetireInvest streamlines advisory process

RetireInvest has introduced a new range of templates and tools to improve their adviser network's interaction with clients and compliance capabilities. The new processes allow advice to be better tailored to clients' individual needs. In particular ...

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Treasury considers reward system for whistleblowers

RIDDHIMA TALWANI

The government has opened consultation on a review of corporate whistleblowing laws in Australia to ensure they are working to effectively protect whistleblowers.

Raiz names new chief executive

KARREN VERGARA

The chief executive of Raiz Invest stepped down after nearly four years in the post and has been replaced by former Selfwealth chief Craig Keary.

What does a world with 'zero migration' look like?

RIDDHIMA TALWANI

Oxford Economics hypothesised an extreme scenario of "zero migration" globally and found while destination economies would see significant declines in output per capita, origin economies would have modest gains.

Invesco, Trinetra IM strategies to wind up

KARREN VERGARA

After failing to scale, Invesco's True Balance Fund and Trinetra Investment Management's emerging markets strategy are set to wind up.

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