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Showing 41 - 50 of 189 results for "Adviser Network"

500 advisers exit during COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... Services went from 20 advisers to three. AMP lost 37 advisers. Ausure went from 47 advisers to just 11, whileThe SMSF Adviser Network lost 25. GWM Adviser Services lost 24 advisers, going from 329 to 305. Charter Financial and National Australia Bank ...

Fiducian grows adviser network

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Fiducian Financial Services has added three new advisers to its national financial planning network, taking its total to 74. The company said it has continued to grow, opening two new franchises at the end of 2019 with three more set to open this month. ...

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
JBWere has signed an agreement with a cash platform to benefit its 500-strong adviser network. The wealth manager will use Cashwerkz's term deposit and at call solutions via the latter's online marketplace. Cashwerkz's platform has over ...

Elders FP to shutter

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... costs. "EFP has conducted a review of its business and had identified a potential way forward for EFP and its adviser network. EFP is seeking feedback from advisers on this proposal," Elders said at the time.

Return to the mutual model: Expert

ELIZABETH MCARTHUR  |  THURSDAY, 3 OCT 2019
A financial advice industry veteran has called for a return to the mutual model, saying the sector has lost focus and a sense of purpose. Property Funds Management Australia chief executive Barry Daniels has said there is still hope for the industry ...

Dealer group to fight grandfathered commissions ban

ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
... mount a constitutional challenge to legislation to ban grandfathered commissions. Lifespan is encouraging its adviser network to do the same, saying it will top up its donation with a total of 50% of the individual contributions made by its 180-strong ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... "In this time of industry flux, having a practice manager of the calibre of Michael is critical for helping our adviser network to not only make the transition to a new age of financial planning, but to actually be in a position to prosper. The management ...

Dealer group strengthens executive lineup

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... the role. "He is a highly respected member of the executive team and has strong, enduring relationships with our adviser network and across the industry," Benbow said. Joining Centrepoint Alliance as group executive, advice services and solutions is ...

Major advice licensee in possible best interest breach

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
Extra conditions have been placed on the AFSL of one of Australia's biggest financial advice licensees following an investigation sparked by phenomenal growth in adviser numbers in just six months. SMSF Advisers Network has had additional licence ...

IRESS general manager joins advice group

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
... continue that into the future was too great to give up," Wootton said. There are opportunities to grow the FYG adviser network, but more importantly to enable FYG advisers to deliver professional, consistent advice to help clients achieve their goals ...