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Showing 51 - 60 of 113 results for %22SMSF Adviser Network%22

MetLife expands retail life business

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... Tasmania, tasked with leading adviser engagement and growing the regional sales team. Sugden was most recently at Challenger's SMSF retirement specialist subsidiary Accurium as regional development manager. At Accurium, Sugden helped build the accounting ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... migrated its businesses into four core divisions. InterPrac, valued at $12.38 million, added immediate scale to Sequoia's SMSF administration, wealth advisory and investment solutions divisions, the company said. In December 2017, Sequoia announced a ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... several European elections; central bank policy; commodity and property prices; and the outlook for China and Australia. SMSF Association National Conference More than 1300 financial advisers and self-managed superannuation fund (SMSF) trustees attended ...

AMP flags departures in distribution restructure

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2017
... networks, as well as achieving sales targets for the platform, insurance, managed funds, bank and self-managed super funds (SMSF) product range. He joined the group in 2006 as a business development manager for AXA Australia and about four years later ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning, Charter Financial Planning, SMSF Advisers Network, Commonwealth Financial Planning, Count Financial, Westpac, GWM Adviser Services, Morgans Financial, NAB ...

Japanese broker targets Aussie SMSFs

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... Matsumoto reiterates the initial target market is SMSFs, he sees further growth potential through Australia's financial advice network. He said the online solution is a "best fit" for SMSFs and advisers, being easy to use and with the ability to manage ...

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... access to a tailored version of the HUB24 platform, offering complete solutions to support the needs of clients, in particular SMSF and retail superannuation clients. Sydney-based Accountable chief executive Tony Zulli said this initiative will significantly ...

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... three years after the corporate regulator found he had advised four clients to establish a self-managed superannuation fund (SMSF) and use limited recourse borrowing arrangements (LBRAs) to fund the purchase of real property. This advice was deemed by ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, is the newest addition to Class' growing network. Class said the partnership will help ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed 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 ...