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Showing 71 - 76 of 76 results for "Advice groups"

Merged planning groups plot Snowball effect

MATT WOODINGTON  |  THURSDAY, 26 MAY 2011
... thanks to the matchmaking skills of financial planning industry stalwart John Godfrey. The two non-aligned financial advice groups will form a $14.3 billion wealth management business with multiple business models and 188 financial advisers nationally. ...

ASIC clampdown on poor business models in advice

ELISE BURGESS  |  MONDAY, 14 MAR 2011
... Commission (ASIC) will introduce tough measures - including suspension or cancellation of licences - against financial advice groups that have turned complacent on their compliance and dispute resolution policies. Coming under fire this year, in what ...

Swanson heads MMC Contrarian

RUTH LIEW  |  FRIDAY, 26 MAR 2010
... executive of MMC's wealth management and advice business. He will be responsible for the expanded businesses of advice groups, ComCorp and ClearView. Swanson has over 30 years experience across life, general, health insurance and fund management. His ...

Shadforth eyes direct shares

MICHAEL HOBBS  |  FRIDAY, 27 NOV 2009
... a revised front and back-end service to clients. Fenning said the group is eyeing a number independent financial advice groups and practices to add to its fold. "We've gotten much more active now in terms of talking to potential equity partners and rolling ...

BT and Shadforth extend Wrap deal

PRESS RELEASE  |  TUESDAY, 9 JUN 2009
... watch the group grow in both size and quality to establish itself as one of the leading fee for service professional advice groups," said Chris Freeman, head of BT Wrap. This news also comes as Shadforth Financial Group prepares to bring 12 financial ...

Millennium3 acquires Mawson Group

HAMISH MADDEN  |  TUESDAY, 24 APR 2007
... "Following the acquisition ING will have one of Australia's largest networks of advisers in a balanced portfolio of advice groups, each with its own distinct business model to suit particular advisers and market segments. "Millennium3's continued success ...
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