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Showing 41 - 50 of 204 results for "Adviser Network"

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... and the team at StrategyOne are a fantastic addition to our community. We have a strong family feel within our adviser network, and I have no doubt that the StrategyOne team will fit in well and bring tremendous knowledge to the rest of our Membership ...

Pahari's pay packet revealed

ELIZA BAVIN  |  THURSDAY, 11 MAR 2021
... increase advice accessibility by uplifting our phone-based advice capabilities and continue our support for our adviser network as we complete client migration to Annual Advice and Service Agreements." De Ferrari said completing the next phase of simplifying ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to access Intelliflo, which currently supports over 2500 firms and over 25,000 ...

HUB24 completes Paragem sale

ELIZA BAVIN  |  TUESDAY, 2 FEB 2021
... relationship," HUB24 said. "HUB24 believes the combination of Easton and Paragem will add significant scale to Easton's adviser network and may accelerate Easton's strategy to become a leaving non institutional provider of adviser and licensee services." ...

AMP adviser numbers shrivel

ELIZABETH MCARTHUR  |  TUESDAY, 12 JAN 2021
... institution no longer the largest AFSL in the country by number of advisers. The largest AFSL is now the SMSF Adviser Network which had 839 advisers as at 31 December 2020. AMP Financial Planning lost the most advisers of any AFSL in 2020, with 345 departing ...

AMP appoints advice transformation manager

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
... Hopkins held roles at Westpac, Citi and Macquarie Group. Her appointment comes amid upheaval for AMP's financial adviser network. A class action was filed in July against AMP by its own advisers in relation to the institutions decision to slash Buyer ...

Ord Minnett acquires E.L. & C. Baillieu

ELIZA BAVIN  |  FRIDAY, 6 NOV 2020
... said. "The combination of E.L. & C. Baillieu's brand heritage and history, private stockbroking business, its adviser network, its client-base and operational synergies will cement Ords as a respected Australian wealth brand. "The scale benefits ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... its transformation. "This is differentiating technology that IOOF now owns exclusively, for the benefit of our adviser network," he said. "It will significantly improve and streamline the client experience, meaning less time is spent collecting data ...

Synchron compliance lead moves to AMP

ELIZABETH MCARTHUR  |  MONDAY, 17 AUG 2020
... largest advice AFSL in Australia with 1025 registered advisers, a 4.7% market share. The second largest is the SMSF Adviser Network, an AFSL designed for accountants that want to be able to provide SMSF and superannuation advice to clients with 858 advisers ...

Embattled AMP sees wealth earnings dive

ELIZA BAVIN  |  THURSDAY, 13 AUG 2020
... 43%, with AMP saying its aim is to "reinvent" the business. "In 1H20, progress continued on reshaping aligned adviser network to be more professional, compliant and productive," AMP said. "Advice reshape delivered on plan in 1H20 with rehoming of clients ...