Search Results | Showing 1 - 10 of 36 results for %22GPS Wealth%22 |
| | ... private wealth respondents intend to increase their allocations. "... there is a massive delta between the amount of capital GPs were seeking to raise and what they did raise, there will continue to be an even sharper focus on reaching the private wealth ... |
| | | ... Diverger from October 2022 to June 2023. Before that Jaidka was with the SMSF Advisers Network, The SMSF Expert, and GPS Wealth. Over five years, Jaidka agreed not to carry on a financial services business, provide financial services, or act in a managerial ... |
| | | ... Diverger provides licensing, network infrastructure and technology services, portfolio services and accounting solutions. GPS Wealth, Merit Wealth, Paragem, AFSL Compliance, Priority Networking, DWA, Care Portfolio, Tax Banter and Knowledge Shop are ... |
| | | ... practice McGregor Wealth Management (MWM). The purchase was made through Diverger Wealth Holdings. McGregor is licensed by GPS Wealth, which is also a wholly-owned subsidiary of the Diverger group. Diverger will pay $0.74 million initially in cash, followed ... |
| | | ... Investments, reported a flat $1.8 million in statutory net profit for the same period. The wealth solutions division comprises GPS Wealth, Merit Wealth, The SMSF Expert and Paragem, which was acquired in February 2021. The unit's net revenue grew 30% ... |
| | | ... Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where she oversaw the firm's private wealth function. She first ... |
| | | A dealer group has moved a large global equities mandate to a boutique fund manager. Easton Wealth licensee GPS has the global equities mandate for its CARE portfolios to Insync Funds Management. Insync also said it recently secured support from one ... |
| | | ... law firm Mills Oakley in response to the Hayne Royal Commission. It currently works with licensees such as Interprac, GPS Wealth and Wealth Today. Fourth Line chief executive David Travers said: "Our experience has identified that the best quality advice ... |
| | | ... Rainmaker data, Paragem is currently home to 76 financial advisers. Following the transaction, Easton - which already owns GPS Wealth - will be the fifth largest dealer services group in Australia, it said. HUB24 said the investment in Easton will position ... |
| | | ... identified four types of client, motivated to seek financial advice for different reasons. They are: the celestial navigator, the GPS navigator, the radio navigator and the compass navigator. Celestial navigators are generally reasonably affluent and ... |
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