Search ResultsShowing 1 - 10 of 20 results for "GPS Wealth"
Former Apogee, GPS Wealth advisers banned
JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... Financial Planning adviser has been handed a four-year ban for failing to provide appropriate advice. Meanwhile, a former GPS Wealth representative has been banned for three years for similar misconduct involving insurance products. Former Sydney-based ...
Platform provider divests advice firm
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... consideration of $500,000 plus the repayment by this entity of $225,000 in loan funds. McGregor is also founder of GPS Wealth. GPS Wealth was sold to Easton Investments in 2017, at which time McGregor stepped down as director. Financial Standard understands ...
Easton buys SMSF service provider
KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... provides dealer services to about 80 accountants. Easton already provides dealer services to 500 accountants through GPS Wealth and Merit Wealth, its previous acquisitions. Hayes expects SMSF Expert's 80-strong number to increase in the next three to ...
Institutions suffer financial adviser drain
ALEX BURKE  |  MONDAY, 19 FEB 2018
... that attracted the most advisers from the big six were Fortnum Private Wealth followed by Akambo, Dover, Synchron and GPS Wealth. Fortnum's place at number one - with about 100 advisers coming over from the big six, primarily from ANZ Wealth - is unsurprising ...
Synchron adds to adviser network
KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... by 13% in the 12 months to June, with institutionally-owned practices capturing 64% of the market. Synchron, Dover, GPS Wealth, Merit and Interprac are the five largest non-institutional advice groups with 1562 advisers, up 39% year-on-year. Non-institutionally ...
Advisers flock to non-insto licensees
ALEX BURKE  |  SUNDAY, 1 OCT 2017
... power of established gatekeepers," the report said. The fastest-growing of these non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth Management ...
Managed accounts add brilliant value for dealer group
KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who will present at tomorrow's Best Practice Forum on Managed Accounts ...
Advisers backing fractional property investment
JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... after clients successfully purchased two properties in Victoria and Queensland via HUB24. A crowdfunding campaign by GPS Wealth clients saw DomaCom complete its first fractional property acquisition on the HUB24 platform. It signifies yet another way ...
Easton to acquire $1.7bn advice group
ALEX BURKE  |  TUESDAY, 27 JUN 2017
... firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According to Easton ...
GPS Wealth launches advice solution
KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) ...
PAGE:
1
2
PREVIOUS
NEXT
Link to something GOEO4pDv