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Search ResultsShowing 1 - 4 of 4 results for "Nextplan"
Almost 3000 advisers gone in 2020
ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... much lower than the losses, demonstrating the contraction of the sector. Sentry Advice managed to pick up 32 advisers, Nextplan grew by 28, Aware Financial Services gained 26 and Insight Investment Services doubled in size - going from 25 advisers to ...
Retail super offerings in successor fund transfer
JAMIE WILLIAMSON  |  MONDAY, 2 NOV 2020
... Practical Superannuation, YourChoice Super, Pearl YourChoice Super, MYONESUPER, Allan Gray Superannuation and Retirement and Nextplan YourChoice Super. Notifying members of the various plans, Diversa said it has been working with the Australian Prudential ...
Almost 2000 advisers gone so far in 2020
ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... financial advisers due to acquisitions, picking up 38 and 20 respectively. Lifespan also gained 36, Ord Minnett gained 26, Nextplan gained 23, Insight gained 20 and Fortnum added 18.
OneVue and Mercer join forces
JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... label offering. The fund administrator and platform provider is leveraging Mercer's asset consulting expertise to create Nextplan Wealth Management for advisers within the Nextplan network. The solution - a private label of the OneVue platform - includes ...
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