The latest issue of Financial Standard now available as an e-newspaper | Search Results | Showing 1 - 10 of 23 results for "GWM Adviser Services" |
| | | ... 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 ... |
| | | | 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 ... |
| | | | ... starting with Wealth Today in October 2010 to January 2012. From there he was an authorised representative of GWM Adviser Services, which is owned by National Australia Bank, from January 2012 to November 2012. He was then licensed by AMP Financial Planning ... |
| | | | ... MLC's new home for aligned financial advisers, with all attached to TenFifty operating as representatives of GWM Adviser Services. It will stand alongside Godfrey Pembroke, MLC Connect and salaried adviser business NAB Financial Planning, which will ... |
| | | | ... for AMP's Jigsaw Support Services. In March 2012, Dick became an authorised representative of NAB's GWM Adviser Services, where he worked for just over two years before beginning an almost four year stint at Synchron, which ended in April 2018. ... |
| | | | ... three. AMP lost 37 advisers. Ausure went from 47 advisers to just 11, whileThe SMSF Adviser Network lost 25. GWM Adviser Services lost 24 advisers, going from 329 to 305. Charter Financial and National Australia Bank lost 19 advisers each. Consilium ... |
| | | | ... they need it most." MLC is also delaying the commencement of licensee transitions from Apogee and Meritum to GWM Adviser Services and Godfrey Pembroke to July 2020. Those who wish to transition sooner still can, Lloyd clarified. Transitions to fixed-term ... |
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| | JAMIE WILLIAMSON | 12:49PM While the events of 2020 showed superannuation funds manage liquidity well, funds should consider the extent to which they rely on certain asset classes for liquidity, the Reserve Bank of Australia (RBA) has said. | KANIKA SOOD | 12:45PM Challenger's multi-boutique business will distribute the $54 billion Impax Asset Management's sustainability strategies in Australia and New Zealand. | | | KANIKA SOOD | 12:42PM Nearly 20 years after ETFs started trading in Australia, their total assets crossed $102 billion at the end of March. | KARREN VERGARA | 12:20PM A new report finds that it is possible for financial advisers to attract young clients and convince them about the benefits of advice and life insurance using new strategies. |
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