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Showing 71 - 80 of 83 results for "RI Advice"

Mercer builds adviser reach

MELANIE TIMBRELL  |  TUESDAY, 22 MAY 2012
... Lonsec for ANZ Financial Planning, Morningstar for Millennium3 and Morningstar for Financial Services Partners, while RI Advice was already using Mercer.

New advice agreements ensure advisers are FOFA ready

BEN COLLINS  |  MONDAY, 7 MAY 2012
RI Advice Group has redesigned adviser agreements to give advisers a competitive advantage post-FOFA. "FOFA will lead to significant changes for the financial advice industry so all forward thinking businesses need to assess their practices and be FOFA-ready," ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... advice business solutions. In the Sydney-based role Younger will be responsible for all ANZ Wealth licensees including RI Advice, Financial Services Partners and Millennium3 in addition to the group's Sentry and Fortnum investments. "Neil's experience ...

Rainmaker reveals 2011 Sales & Marketing Excellence Awards

MATT WOODINGTON  |  THURSDAY, 14 JUL 2011
... Planning) Winner: Dixon Advisory - www.dixon.com.au NOMINEES A, Jamie Wright Financial Services - www.jwfs.net.au A, RI Advice - www.riadvice.com.au Best Advertising Campaign of the Year (Consumer Division) Winner: Challenger - Future-proof your retirement ...

RI Advice insurance sales up 300pc

ELISE BURGESS  |  THURSDAY, 16 JUN 2011
Life insurance sales are up by 300 per cent for RI Advice Group since late 2009 with adviser insurance training also surging. Back in 2009, RI Advice Group, formally RetireInvest, repositioned the business to provide comprehensive advice, allowing its ...

RI Advice add managers

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
ANZ Wealth's RI Advice Group has added two new national managers as the advice firm prepares for industry regulation changes. Former CPG manager of research, Jason Coggins, has accepted the role of RI's national manager of investment research and will ...

RI Advice partners with Tas bank

ELISE BURGESS  |  MONDAY, 9 MAY 2011
ANZ Wealth's RI Advice Group has furthered its strategy of aligning with local groups to expand business, partnering with Tasmanian financial institution B&E Personal Banking. Bringing to the alliance some 36,000 Tasmanian members, the partnership between ...

RI Advice Group targets WA practices

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
RI Advice Group (RI, formerly RetireInvest) plans to recruit five Western Australian financial planning groups to its network this year, starting with Perth-based group Wealth Designers. The financial planning network said it expects to bring on another ...

ANZ nabs Paul Barrett from CFS

ELISE BURGESS  |  TUESDAY, 22 FEB 2011
... ANZ will see Barrett undertake a larger pool when considering ANZ Financial Planning and its aligned dealer groups - RI Advice, Millennium3 and FSP. As of December 2010, ANZ Wealth has over 2,100 advisers in both aligned dealer groups (RI Advice, FSP ...

RI Advice investment team departure

ELISE BURGESS  |  FRIDAY, 19 NOV 2010
Changes are afoot at dealer group RI Advice, after its internal investment research team departs to start their own business with Ray Miles-owned Fortnum Financial Group as a client. The investment research team will create its own portfolio construction ...