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Search ResultsShowing 1 - 7 of 7 results for "Merit Wealth"
Almost 2000 advisers gone so far in 2020
ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... advisers. PriceWaterhouseCoopers Securities went from having 56 advisers registered to two in the last six months. Merit Wealth lost 45, while Ausure lost 42. Consilium, the licensee which had picked up the Dover and Spectrum financial advisers, went ...
Managed accounts hit milestone
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... with non-institutionally owned licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost ...
YTML expands team, signs new client
ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
... improved business efficiency. Coinciding with the new appointment, YTML has also signed financial advice dealer group Merit Wealth to its Seido platform. Seido is a financial services app store which YTML says consolidates multiple systems and solutions ...
Easton buys SMSF service provider
KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... 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 four months as ...
Advisers flock to non-insto licensees
ALEX BURKE  |  SUNDAY, 1 OCT 2017
... weakening in the 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 ...
Easton to acquire $1.7bn advice group
ALEX BURKE  |  TUESDAY, 27 JUN 2017
... said the proposed acquisition would be complementary to its existing wealth management operations, which includes Merit Wealth, and would provide a "significant lift-up in earnings." At this stage, Easton has reached a formal conditional agreement with ...
Magnitude appoints new head
MICHAEL HOBBS  |  WEDNESDAY, 29 AUG 2007
Magnitude Financial Planning has appointed Scot Andrews into the new role of practice delivery manager in Merit Wealth. The role will require Andrews to provide dealer support services to the Merit Financial Planning network. Andrews previously served ...
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