Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 28 results for "GWM Adviser Services"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... part of the newly merged IOOF group. It comprises brands like TenFifty (previously Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) and Godfrey Pembroke, which were part of MLC. Other IOOF-owned licensees ended the period ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Financial Planning. MLC brands that moved over - TenFifty (previously consisted of Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) and Godfrey Pembroke - remain as is. IOOF splits its advice stable into three categories. ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... using its functionalities, followed by AMP Flexible Lifetime with 5969 users. Over the course of 12 months, GWM Adviser Services welcomed the highest number of advisers of 173 but lost 164. AMP Financial Planning lost 389 advisers but added 50 new re ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... licensee, followed by AMP Financial Planning, Morgans, Synchron and Charter. Over the course of 12 months, GWM Adviser Services welcomed the highest number of advisers of 173 but lost 164. AMP Financial Planning lost a whopping 389 but added 50 new advisers. ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... appears to have been the biggest winner of the many moves. The data shows it picked up 66 financial advisers. GWM Adviser Services gained the next most, likely as a result of MLC's advice transformation, followed by Interprac Financial Planning which ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... a net drop. Together, these advisers looked after about $932 billion in assets. Fastest-growing licensees GWM Adviser Services picked up the most new adviser registrations in the period at 191. However 155 registrations ceased, meaning its total adviser ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... example, HFM & Partners and Queensland-based Designing Financial Solutions (DFS) have recently left MLC-owned GWM Adviser Services not long after the IOOF takeover. "We are seeing a second wave of movements as advice firms either review their initial ...

Adviser sentenced to eight years' prison

ELIZABETH MCARTHUR  |  FRIDAY, 9 OCT 2020
... and personal savings. Dick was licensed by AMP's Jigsaw Advice Services from 2004-2012 before joining GWM Adviser Services for two years. From there, Dick joined Synchron where he was an authorised representative from 2014 to 2018. An ASIC investigation ...

Another MLC advice firm exits group

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
... looking at their options," he said. In early September, HFM & Partners announced it is leaving MLC-owned GWM Adviser Services in light of the acquisition by IOOF. Managing director Scott Haywood said being part of the biggest group of advisers was one ...

Advice group flees MLC after IOOF takeover

ANNABELLE DICKSON  |  TUESDAY, 1 SEP 2020
HFM & Partners has made the decision to change its Australian financial services licence from MLC-owned GWM Adviser Services in light of the acquisition by IOOF. The announcement by IOOF to acquire MLC's advice business will see the creation of ...
PAGE:
1
PREVIOUS
NEXT