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Showing 1 - 10 of 100+ results for "Adviser Network"

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... efficiently. Count Financial chief advice officer Andrew Kennedy said that the new firms were welcome additions to their adviser network. Since the start of the year, the two recent additions bring 25 new firms to the Count Financial group. StrategyOne ...

IOOF awards $23bn passive mandate

JAMIE WILLIAMSON  |  TUESDAY, 18 MAY 2021
... Andrew Low said: "This partnership will deliver our market-leading indexing capabilities to IOOF's nationwide adviser network and diverse client base." "We are proud to work with IOOF in providing this broad range of compelling investment offerings to ...

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... has worked at Challenger, IOOF, Capstone Financial Planning and AMP. She will lead the development of Hejaz's adviser network. "Muslims are a growing but underserved financial services market in Australia. To date, they have not been able to access specialist ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... and the team at StrategyOne are a fantastic addition to our community. We have a strong family feel within our adviser network, and I have no doubt that the StrategyOne team will fit in well and bring tremendous knowledge to the rest of our Membership ...

Pahari's pay packet revealed

ELIZA BAVIN  |  THURSDAY, 11 MAR 2021
... increase advice accessibility by uplifting our phone-based advice capabilities and continue our support for our adviser network as we complete client migration to Annual Advice and Service Agreements." De Ferrari said completing the next phase of simplifying ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to access Intelliflo, which currently supports over 2500 firms and over 25,000 ...

HUB24 completes Paragem sale

ELIZA BAVIN  |  TUESDAY, 2 FEB 2021
... relationship," HUB24 said. "HUB24 believes the combination of Easton and Paragem will add significant scale to Easton's adviser network and may accelerate Easton's strategy to become a leaving non institutional provider of adviser and licensee services." ...

AMP adviser numbers shrivel

ELIZABETH MCARTHUR  |  TUESDAY, 12 JAN 2021
... institution no longer the largest AFSL in the country by number of advisers. The largest AFSL is now the SMSF Adviser Network which had 839 advisers as at 31 December 2020. AMP Financial Planning lost the most advisers of any AFSL in 2020, with 345 departing ...

AMP appoints advice transformation manager

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
... Hopkins held roles at Westpac, Citi and Macquarie Group. Her appointment comes amid upheaval for AMP's financial adviser network. A class action was filed in July against AMP by its own advisers in relation to the institutions decision to slash Buyer ...

Ord Minnett acquires E.L. & C. Baillieu

ELIZA BAVIN  |  FRIDAY, 6 NOV 2020
... said. "The combination of E.L. & C. Baillieu's brand heritage and history, private stockbroking business, its adviser network, its client-base and operational synergies will cement Ords as a respected Australian wealth brand. "The scale benefits ...
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