Australian Financial Services Group CEO and Managing Director, Peter Daly, has departed the Group.
Category: Dealer Groups
Specialised Medical Service for Synchron Advisers
May 17, 2012 – 7:17 pm
Synchron has partnered with a mobile medical and pathology service to help its advisers manage the collection of medical requirements for insurance clients.
Bottom Line Still the Key for Advisers
May 16, 2012 – 12:47 pm
Adviser responses to our latest poll tell us that the most important factor when considering changing licensees or remaining with the current dealer is remuneration.
Wealthfarm Joins Synchron
May 9, 2012 – 11:38 am
High profile Queensland practice, Wealthfarm, is the latest advice firm to switch licensees with its move to the risk-focused Synchron dealership.
Advisers Changing Licensees
May 9, 2012 – 10:12 am
Our latest poll explores the reasons that advisers and advice practices choose to move their business from one licensee to another. We are asking:
What are the two most important factors that would cause you to change or consider changing dealer groups?
Guardian Advice Continues Expansion
May 2, 2012 – 10:54 am
Dealer group Guardian Advice has recruited four new risk specialist practices to its network.
Advisers Shopping Around for Dealer Groups
April 19, 2012 – 6:04 pm
An unexpectedly high number of advisers are unhappy with their current licensee arrangements, according to Pinnacle Practice’s Anne Fuchs.
News in Brief
April 18, 2012 – 11:27 am
- Dementia Cases to Triple
- PIS Appoints New Chief Information Officer
- FPA Calls for Commitment to Improving Quality
ClearView Share Offer for Advisers
April 11, 2012 – 11:27 am
ClearView Wealth Limited has announced it will issue 1.3 million company shares to advisers that have recently joined its dealer group.
MLC Risk Specialist Network Adviser Awards
April 11, 2012 – 9:54 am
MLC’s Risk Specialist Network recently announced the winners of its four major adviser awards. These awards recognise achievements by advice practices operating within the MLC dealer networks, based around risk insurance revenue growth (from all risk business) across four different categories.
The winning practices, which were announced at the conclusion of the MLC Risk Specialist Network’s 2012 Risk Retreat, were:
