Search Results | Showing 1 - 10 of 29 results for "GWM Adviser Services" |
| | | ... have not. According to ASIC's latest compensation tally, Apogee Financial Planning, Godfrey Pembroke, GWM Adviser Services, and Meritum Financial Group, which are now part of IOOF, expect to remediate affected customers by September. Bad advice emanating ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
|
