Search Results | Showing 1 - 10 of 62 results for "Interprac" |
| | ... a new AFSL during the period. The five AFSLs that attracted the most advisers are Alliance Wealth, Shaw & Partners, Interprac, RI Advice, and Morgans Financial. Registered advisers operating via a superannuation fund-owned AFSL fell 6.1% year on year. ... |
| | | ... Equity Trustees' NQ Super and Super Simplifier platforms. ASIC said it is aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended ... |
| | | ... goals over the next two years is to further expand our number of self-employed advisers in financial planning under the Interprac Financial Planning brand and add expertise and new business specialist equity advisers under the Sequoia Wealth Management ... |
| | | ... financial advisers registered with a new AFSL in FY24. The five AFSLs attracting the lion's share were Alliance Wealth, Interprac, Shaw and Partners, Synchron Advice, and Charter Financial Planning. Rainmaker calculated a total of 15,825 financial ... |
| | | ... units are licensee and adviser services, and legal and administration services. Licensee and adviser services comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset ... |
| | | ... the top spot with 472 representatives, closely followed by Morgans Financial's 423 and Count's 350 advisers. Interprac Financial Planning (326), Alliance Wealth (318), Charter Financial Planning (294), Consultum Financial Advisers (287), Lifespan ... |
| | | ... the start of 2023, a 13% drop in adviser numbers. Morgans Financial with 427 comes second place, while in third place Interprac Financial Planning had 331 employed advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300) ... |
| | | ... people will halve." At the same time, the number of AFSLs has fallen at only half the rate of advisers, coming in at 18%. Interprac, Count, Alliance Wealth, Fortnum, and Lifespan had the largest numbers of new verified advisers join their AFSLs over ... |
| | | ... company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia Wealth Management "to achieve operational and cost synergies", the ASX-listed group said ... |
| | | ... FY22. Morgans Financial is the second-largest dealer group, ending FY23 with 422 advisers after losing 29 in 12 months. Interprac Financial Planning came in third place with 310 advisers. It bucked the trend by adding a net of 34 advisers. Consultum ... |
|