Search Results | Showing 31 - 40 of 1058 results for %22Adviser Network%22 |
| | | ... net revenues of $37.6 million and net profit after tax and amortisation of $4.7 million. Diverger provides licensing, network infrastructure and technology services, portfolio services and accounting solutions. GPS Wealth, Merit Wealth, Paragem, AFSL ... |
| | | | ... advice. The partnership also aims to produce actionable insight and practical tools that can later be scaled to broader adviser communities, the firms explained. Risk Hub, a platform curating resources to streamline risk advice, said the goal of its ... |
| | | | TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ... |
| | | | ... distribution last month. With a 15-year tenure at abrdn, he is spearheading the distribution strategy, bolstering its advice network and amplifying external market engagement. Acquisition strategy Earlier this year, Viridian acquired Queensland-based ... |
| | | | Spark Financial has partnered with two fintechs in a bid to help its financial advisers drive client growth. Oko Adviser, a sustainability investing platform that uses advance analytics to source aligned solutions and avoid greenwashing among ETFs ... |
| | | | ... expanding the partnership with Oaktree at a time when the opportunity set is expanding rapidly," he said. "With a global network, deep restructuring expertise and a wide range of flexible lending solutions, Oaktree has proven to generate strong returns ... |
| | | | ... Launched off the back of a successful pilot phase, the Paraplanning Partners Program aims to connect Midwinter clients with a network of paraplanning professionals trained in the Midwinter software. According to Midwinter, a key feature of the program ... |
| | | | ... in its wealth business, with aggregated revenues rising 24%, gross business earnings up 19%, and a significant jump in adviser numbers. In "a year of transformation", Count reported a very slight decline in net profit after tax, coming in at $5.1 million. ... |
| | | | Rockhampton firm TISLife is the latest practice to join the Count adviser network. TISLife, started in 2015, is run by managing director Andrew Thackeray and specialises in insurance advice. It officially joined the Count fold earlier this month. "Our ... |
| | | | ... multi-boutique suite. Pacific Current Group is responsible for institutional distribution, while SG Hiscock covers the adviser market and distribution of global small caps only. EAM chief investment officer Travis Prentice said: "SG Hiscock & Company ... |
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