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Showing 1 - 10 of 211 results for "Synchron"

Janus Henderson tailors fund to NZ investors

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2024
Janus Henderson is making its Global Multi-Strategy Fund available to institutional investors in New Zealand. The fund, which targets a positive absolute return regardless of the market environment, will be New Zealand (NZD) denominated to help protect ...

Vale Jason Milosevski

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... through business development roles with AXA, AMP, and Zurich. In 2015, Milosevski was named state manager, Victoria at Synchron, leading the dealer group's expansion efforts in the state and recruiting more than 100 advisers over a five-year tenure. ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... been a financial adviser with Beta Advice since April 2022 and before that was a state manager and financial adviser at Synchron for four years. Intelligent Planning managing director Phil Osborne said: "We saw a widening gap in the financial planning ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) comprised the top 10 advice groups at the start of 2024. In early 2021, there were as many as 20,667 advisers. ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... $23 billion in funds under advice and $470 million of in-force premiums. This is across Wealth Today, Sentry Advice, Synchron, and Millennium3.

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... integration. Insignia currently services the M3 network primarily via a centralised support group. WTL supports its Sentry, Synchron and Wealth Today cohorts similarly via its Wealth Adviser hub. Additionally, WTL stated that the groups' share policies ...

Consultation paper released on aligning super payments with wages

ANDREW MCKEAN  |  MONDAY, 9 OCT 2023
The government has released a consultation paper today, inviting stakeholders to provide feedback on a proposed framework to synchronise superannuation payments with wages. The Securing Australians' Superannuation consultation paper also seeks feedback ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ...

Sequoia hires chief operating officer

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2023
... arrive from WT Financial Group where he served as head of legal and regulatory affairs, having held a similar role with Synchron prior to its acquisition; Sequoia saying this will have him well prepared for the new gig. "Justin is known for his proven ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... of experience. Morgans Financial advisers have 17.3 years, while Ord Minnett advisers have 18.7 years. Advisers from Synchron Advice have 16.7 years of experience on average, while those at Count Financial and Lifespan have 14.8 years and 16.5 years ...
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