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Showing 71 - 80 of 204 results for "Adviser Network"

Link Fund Solutions chief to depart

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... leadership team," he said. The news follows that of Link consolidating its advice businesses, bringing Link Advice and Adviser Network under one roof. As a result, Link Advice chief executive Ross Bowden will depart at the end of June, with Adviser Network ...

Link Advice chief departs in business restructure

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... Link Advice will depart after seven years with the company. The restructure will involve bringing Link Advice and Adviser Network under the one roof. Link acquired Adviser Network from Lonsec in 2017. The new chief executive of the consolidated business ...

YBR's wealth arm gaining ground

KARREN VERGARA  |  MONDAY, 26 FEB 2018
... invested in training for our broker partners," YBR said. It has also launched a new online learning hub for its adviser network to equip them with the skills and knowledge to deliver positive customer outcomes. The group reported an 85% jump in profitability ...

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
An IOOF-aligned dealer group is introducing a new managed discretionary account service to its adviser network. Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The ...

Costs fundamental to IOOF advice growth

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... millennial-targeted super fund GROW Super. The deal will expand and boost the digital capabilities of IOOF's own adviser network. IOOF said the partnership will facilitate member engagement with superannuation and the connectivity between investors and ...

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... minority stake in GROW Super to help the wealth group expand and boost the digital capabilities of its own financial adviser network. IOOF said the partnership will facilitate member engagement with superannuation and the connectivity between investors ...

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 ...