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Showing 51 - 60 of 679 results for %22Australian Dealer Group%22

OneVue takes control of Madison

JAMIE WILLIAMSON  |  THURSDAY, 6 FEB 2020
OneVue has taken control of Madison Financial Group, working to arrange a sale of the dealer group which is home to close to 100 advisers. It's the latest development in the Sargon saga, which began last Wednesday when Sargon entered external administration ...

Former dealer group chief to lead Australian Ethical

HARRISON WORLEY  |  TUESDAY, 4 FEB 2020
... A former financial advice licensee head is set to lead the $3.8 billion ethical investment manager and super fund. Australian Ethical has appointed John McMurdo as chief executive and managing director, with acting chief executive Steve Gibbs set to ...

SMSFA chief slams regulators, FASEA

ALLY SELBY  |  FRIDAY, 24 JAN 2020
... major banks have announced or commenced movement away from directly providing wealth management activities and owning major dealer groups. "This will lead to an increased reliance on smaller dealer groups and self-licensed advisers to meet advice needs ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... to join Bridges, Morgans picked up three, and Synchron picked up two as did Financial Services Partners. One went to Australian Unity Personal Finance, one to Industry Fund Services and one to VicSuper. Another AFSL, Smart Solutions, showed 18 advisers ...

RI Advice faces ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... the Royal Commission. According to the case study, Doyle was one of a number of advisers recruited by RI Advice from Australian Financial Services Pty Ltd because they held $677 million in funds under management in a product issued by an entity associated ...

Dealer group shuts after advisers depart

KANIKA SOOD  |  FRIDAY, 18 OCT 2019
A dealer group boss decided to close down its Australian Financial Services License after finding it hard to restock advisers with the FASEA education requirements. Queensland-based Myonlineadvisers was started by James Sutherland in 2012 as a non-aligned ...

Grandfathered commissions ban passes

ELIZABETH MCARTHUR  |  TUESDAY, 15 OCT 2019
... promptly on the Royal Commission implementation roadmap and delivering on Recommendation 2.4, which is expected to benefit Australian consumers." The law will come into effect from January 2021, meaning that from that date where a conflicted remuneration ...

Allianz Retire+ bolsters distribution team

ELIZABETH MCARTHUR  |  THURSDAY, 10 OCT 2019
... financial advisers to promote Allianz Retire+ solutions. Cockle joins from Colonial First State and prior to that worked at Australian Unity. He has 20 years' experience in the industry. Joanna Orrell steps into the role of senior business development ...

Fidelity wholesale director departs

KANIKA SOOD  |  TUESDAY, 8 OCT 2019
Fidelity International is hunting for a new head of wholesale sales for its Australian business after the incumbent left. Andrew Mathie finished up at Fidelity in late August, after two years with the company. Mathie worked directly with Fidelity managing ...

Elders in discussions over future

ELIZA BAVIN  |  TUESDAY, 8 OCT 2019
... from advisers on this proposal," Elders said. Elders does not directly employ any advisers, but authorises use of it Australian Financial Services License to 63 advisers who operate their own independent businesses. Elders said it has been in discussions ...