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Showing 81 - 90 of 1058 results for %22Adviser Network%22

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... Financial Advisers chief executive Phil Anderson hosted a panel on the matter with ASIC senior executive leader, financial adviser Leah Sciacca, Diverger managing director Nathan Jacobsen, Australian Advice Network chief executive Paul Forbes and AFCA ...

iPartners welcomes first NZ hire

CASSANDRA BALDINI  |  TUESDAY, 20 SEP 2022
... Thompson. Bentley joins from BetaShares where he held the role of country lead, New Zealand and also served as director, adviser and institutional business, New Zealand. Before that, he worked at Smartshares Limited based in Auckland as a client director ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... I'm also keen to build a sense of community between advisers of all of the Sequoia owned licensees," he explained. "Adviser health and wellbeing is something we need to keep in mind as we talk about business to consumer industry. Behind each advice ...

New executive director joins Clearway

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
... Group. She has also worked for specialist boutique managers like LaTrobe Financial. "Sally has developed an extensive network of long-term relationships, particularly within wealth management," Clearway said. "These professional relationships with independent ...

Fiducian sees record inflows, eyes expansion

JAMIE WILLIAMSON  |  TUESDAY, 16 AUG 2022
... future. Wars always end and modern medicine finds cures for pandemics," executive chair Indy Singh said. "Our expanded network of financial advisers is expected to deliver funds flows that exceed our recent record-breaking year. Significant effort is ...

Practifi launches deal management app

ANDREW MCKEAN  |  TUESDAY, 16 AUG 2022
... comprehensive acquisition lifecycle ensures all deals progress through the same stages," the company said. "Whether the firm or adviser is in consideration, contention, due diligence, onboarding or acquired, each acquisition target receives a standardised ...

Increased scale drives Diverger results

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... consider further equity investments in advice practices and explore other service expansion opportunities. It also now has a network of 155 advice firms comprising 223 financial advisers and 214 limited advisers. It also works with 1346 accounting firms. ...

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
... Bridges businesses were brought together during the quarter under one brand and culture, resulting in a reduction of 30 adviser roles and creating improved efficiencies," the report said. "There continued to be some shifts in the self-employed channel ...

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
... bring to both businesses. We are delighted that we can now access a range of resources and expertise within the CountPlus network." "This will ensure we can continue giving our clients a tremendous experience and open up new opportunities to grow our ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... ASIC shows more than 1700 financial advisers have dropped off its register since January. Analysis of the ASIC Financial Adviser Register shows there is now 16,413 financial advisers currently active. At the beginning of the year, there was 17,668. This ...