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Showing 41 - 50 of 75 results for "GPS"

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who will present at tomorrow's Best Practice Forum on Managed Accounts ...

MLC Life names chief underwriter, expands medical service

KARREN VERGARA  |  MONDAY, 28 AUG 2017
... Best Doctors also helps customers identify a specialist in their local area or submit medical questions online to a panel of GPs. Customers and their families can obtain medical advice over the phone and they can use the service without making a claim ...

Advisers backing fractional property investment

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... DomaCom after clients successfully purchased two properties in Victoria and Queensland via HUB24. A crowdfunding campaign by GPS Wealth clients saw DomaCom complete its first fractional property acquisition on the HUB24 platform. It signifies yet another ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
... wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According to ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) ...

Advisers can seek AMP for insurance support

DARREN SNYDER  |  TUESDAY, 9 AUG 2016
... developing technology and systems to allow advice "to be delivered more efficiently." The adviser support website includes AMP's GPS Navigator, an online tool to help financial advisers match a client's goals and circumstances with product features. ...

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
... Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder and director of GPS Wealth - which provides licensee services to the practice. The firm targets accumulators and retirees aged 35 to 50. Planner ...

ASIC changes drive GPS Wealth growth

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
... (AFSL) or be an authorised representative of a licence-holder or licensee has seen more than 60 accounting practices join GPS Wealth in the last financial year. The 60 practices including Collins Hume, a five partner practice in Ballina and Byron Bay ...

Netwealth launches first private label MA

STAFF WRITER  |  WEDNESDAY, 29 JUL 2015
Netwealth will provide GPS Wealth advisers and clients with access to its private label managed account service. GPS Wealth advisers are now able to access nine models, which collectively make up the care investment program. "Our group continues to ...

SMSF Association launches accreditation

LAURA MILLAN  |  FRIDAY, 24 JUL 2015
... accreditation. The SSP program begins on August 10 and will have a practical approach that the SMSF Association has compared to GPs in medicine or paralegals in the legal profession. "From our perspective those who earn our new SSP designation could ...