The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 1 - 10 of 20 results for "GPS Wealth"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|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) ...|
Melbourne's Warakirri Asset Management has launched new retail funds from its freshly-minted partnership with Northcape Capital.
Synchron's general manager of legal, risk and compliance Michael Jones has resigned, with a new appointment to lead the dealer group's compliance.
The Association of Superannuation Funds of Australia (ASFA) has released a six-step plan aiming to drive industry-wide productivity gains in superannuation.
The Commonwealth Bank has announced an 11.3% profit hit due to the effects of the COVID-19 pandemic and slashed its dividend by 31%.
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