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Showing 61 - 70 of 188 results for "Adviser Network"

Adviser group edges on triple digits with new business

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2017
Madison Financial Group has added another practice to its stable, as its growing adviser network nears triple digits. Marsh Financial Advice is the latest business to join the dealer group, led by owner and principal adviser Shelley Marsh. A former ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
A financial planning firm recently acquired by AZ Next Generation Advisory in a private equity deal has joined Synchron's growing network. Based in Victoria's Mornington Peninsula, Dunsford Financial Planning brings the total number of authorised representatives ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... integrated research and technology solution to support BT Financial Group's internal research team and financial adviser network. As part of the new arrangement, BTFG's internal research team will use the data and reporting capabilities available via ...

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
... adviser." Moneysoft said its solution aims to strengthen the existing value proposition presented by Centrepoint's adviser network. "As Centrepoint conducted their evaluation, it became clear that our philosophies align. We're looking forward to supporting ...

Underwriting expert joins ClearView

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
... he said, adding advisers and insurers need to partner together to deliver optimal client outcomes. ClearView's adviser network of 243 oversees $8.9 billion in funds under management and advice, with $237 million of premiums under advice.

Fitzpatricks secures capital backing for growth

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... various opportunities to enhance the firm, including building on both its position and its existing 75-strong adviser network. Quadrant partner Alex Eady said: "We are thoroughly impressed with the calibre of both the advisers and the leadership, and ...

MyPlanner inks deal with tech provider

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2017
... with PractiFI. As part of the dealer group's business-wide technology transformation strategy, MyPlanner and its adviser network will now use PractiFI's solution as its core business management platform. The integrated platform has already dramatically ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
... MoneySoft. The arrangement will involve Fortnum distributing MoneySoft's cashflow and budgeting tool through its adviser network to assist in advisers' efforts to improve clients' financial literacy and spending habits. MoneySoft account managers will ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
... strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through its adviser network to assist in advisers' efforts to improve clients' financial literacy and spending habits. MoneySoft account managers will ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
XTB is expanding its pure fixed income separately managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests ...