Search Results | Showing 1 - 9 of 9 results for "FYG" |
| | | ... owners down by two, including Evans Dixon, Rhombus Enterprises, Macquarie Group, Clime Group and the Mancell Family Trust (FYG Planners). A tail of 23 licensee owners was down by net one each. |
| | | | Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ... |
| | | | FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ... |
| | | | Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ... |
| | | | Tasmania-based FYG Planners has added a Victorian financial advice firm to its stable. Based in Chadstone, Prosperity Planners now operates under licensee FYG. Christopher Bailey, co-founder and financial planner, set up Prosperity in May and prior ... |
| | | | ... dealer group home to more than 70 financial advisers has partnered with Iress to provide a streamlined compliance solution. FYG has adopted Iress' data analytics solution, Lumen. The Lumen software scans for risks such as non-compliance with ongoing ... |
| | | | A former MLC-licensed financial advice firm has left the dealer group following the IOOF takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating ... |
| | | | ... solutions at IRESS is now leading a boutique financial advice group. Andrew Wootton has been appointed general manager of FYG Planners, following more than 11 years at IRESS. Bringing more than 30 years' experience in financial services, Wootton ... |
| | | | ... client affordability in a single tool will go a long way to streamlining our advice process," said Jason Fowler, Principal of FYG Planners. In addition to the Cover Availability enhancement, a Medical Underwriting Limits tool has been incorporated in ... |
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