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Showing 81 - 90 of 204 results for "Adviser Network"

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 ...

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... evolution," Dunbar said. Suitebox also partnered with Netwealth's Pathway recently to provide the same solution to its adviser network.

Macquarie pays the price for poor advice

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2017
... inviting them to express any concerns held over the quality of advice provided by Macquarie Equities financial adviser network, Macquarie Private Wealth. ASIC confirmed that a small number of cases are yet to be finalised as they are either the subject ...

Link Group acquires robo-advice business

ALEX BURKE  |  MONDAY, 5 JUN 2017
... Link Group is entering the digital advice sector with the acquisition of a company previously owned by Lonsec. Adviser Network provides digital advice services to Australian institutions, and will be incorporated into Link Group's Information Digital ...

NAB Wealth hire targets growth

EMMA RAPAPORT  |  WEDNESDAY, 12 APR 2017
A new appointment at NAB Wealth will further the bank's push to grow its adviser network. Former AMP dealer group executive Stephen Carton will join NAB Wealth as the new business growth manager of strategic alliances and growth for Queensland and the ...