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Showing 1 - 10 of 16 results for "Alliance Wealth"

Medium-sized advice firms flourish: Research

KARREN VERGARA | THURSDAY, 24 OCT 2024

... financial advisers registered with a new AFSL during the period. The five AFSLs that attracted the most advisers are Alliance Wealth, Shaw & Partners, Interprac, RI Advice, and Morgans Financial. Registered advisers operating via a superannuation fund-owned ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA | WEDNESDAY, 24 JUL 2024

... 1197 financial advisers registered with a new AFSL in FY24. The five AFSLs attracting the lion's share were Alliance Wealth, Interprac, Shaw and Partners, Synchron Advice, and Charter Financial Planning. Rainmaker calculated a total of 15,825 financial ...

Adviser numbers plateau

KARREN VERGARA | THURSDAY, 18 APR 2024

... closely followed by Morgans Financial's 423 and Count's 350 advisers. Interprac Financial Planning (326), Alliance Wealth (318), Charter Financial Planning (294), Consultum Financial Advisers (287), Lifespan Financial Planning (282), Synchron ...

Adviser numbers stable at 15,650

KARREN VERGARA | MONDAY, 15 JAN 2024

... second place, while in third place Interprac Financial Planning had 331 employed advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI | THURSDAY, 9 NOV 2023

... contribution of $1.5 million. FAM became a corporate authorised representative of Centrepoint Alliance subsidiary Alliance Wealth in 2015. Since, Centrepoint Alliance said FAM has grown and has strongly contributed to its community. Commenting on the ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER | MONDAY, 30 OCT 2023

... same time, the number of AFSLs has fallen at only half the rate of advisers, coming in at 18%. Interprac, Count, Alliance Wealth, Fortnum, and Lifespan had the largest numbers of new verified advisers join their AFSLs over the past 12 months. Overall ...

FY23 farewells 700 advisers

KARREN VERGARA | FRIDAY, 14 JUL 2023

... place with 310 advisers. It bucked the trend by adding a net of 34 advisers. Consultum Financial Advisers (305), Alliance Wealth (286), Ord Minnett (267), Count Financial (266), Lifespan Financial Planning (258), and Capstone Financial Planning (258) ...

Uptick in adviser numbers: Research

KARREN VERGARA | WEDNESDAY, 3 MAY 2023

... Synchron Advice is the largest non-aligned licensee with 295 advisers and $4.2 million in funds under advice. Alliance Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF ...

Adviser numbers close in on 17k

KARREN VERGARA | FRIDAY, 18 MAR 2022

... Financial Advisers (320), SMSF Advisers Network (283), Count Financial (278), Interprac Financial Planning (267), Alliance Wealth (264), and Capstone Financial Planning (262). Synchron, which is set to be acquired by ASX-listed WT Financial Group (WTL) ...

FPA is the preferred association: Research

KARREN VERGARA | WEDNESDAY, 16 MAR 2022

... Planning (168) and Aware Financial Services (157). Synchronised Business Services (167), Morgans Financial (123) and Alliance Wealth (99) have many advisers who are members of the AFA. The SMSF Adviser Network and RI Advice (32 respectively) are the ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Jenny Taing

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'Chameleon ETFs': Still groundbreaking and here to stay?

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Five principles for successful family office investing

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Mistaking financial literacy for retirement literacy

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Kellie Wood

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Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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