Search ResultsShowing 1 - 10 of 24 results for "Capstone"
Managed accounts hit milestone
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... non-institutionally owned licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... years, he moved on to work as a business development manager at Australian Unity and network development manager at Capstone Financial Planning. Lifespan chief executive Eugene Ardino said Gershkov's experience in practice management would be invaluable ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... announcement to exit personal advice and sell advisers to Viridian Advisory. Over the same period, the likes of Synchron, Capstone and Akambo and Infocus made gains. Among the bigger players, ClearView, IOOF, TAL and State Plus also gained ground. The ...
Former Labor senator joins Sargon
HARRISON WORLEY  |  TUESDAY, 30 APR 2019
... and policy settings and the evolving nature of superannuation." Conroy described his appointment to as "the perfect capstone" to his prior experiences, noting the considerable time he spent in parliament focusing on both superannuation and technology. ...
New degree tackles adviser education standards
KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... in high demand. As such, these will be offered as an advanced course in the new Master's program, together with a capstone unit that integrates skills learnt across all subject areas. There are more than 25,000 individuals currently licensed by ASIC ...
Gender diversity in advice dormant
JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... topping the list at 34%. Close behind are the National Tax and Accountants' Association (32%), State Plus (30%) and Capstone Financial Planning (31%). Smaller, non-aligned or employee-owned licensees appear to have far higher ratios of women, accounting ...
Dealer groups lift due diligence post Dover
JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... on at least one former Dover adviser, with nine groups adding 10 or more; Wealth Today, Bluewater Financial Advisers, Capstone Financial Planning and Interprac have each taken on 14 or more. In the eight weeks since the cancellation of Dover's AFSL ...
Dover advisers turn orphans
JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... diligence that would be expected if they were to recruit former Dover advisers. According to Rainmaker's analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top ...
Advisers flock to non-insto licensees
ALEX BURKE  |  SUNDAY, 1 OCT 2017
... non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning ...
ASIC cancels AFSL licences
EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... comply with a number of key obligations. Rebate Financial Services, a Melbourne-based licensed securities dealer, and Capstone Capital, a Perth-based financial services company which specialises in stockbroking, corporate finance and advisory services ...
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