Matrix Planning Solutions (Matrix) has announced NSW practice, A&B Financial Planning, has joined its ranks.
Category: Dealer Groups
AMP Horizons Targeting Female Planners
March 24, 2010 – 6:10 am
AMP Horizons Financial Planning Academy has announced it is looking to tap into the female adviser market, having presented a networking and information session earlier this week.
PIS Management Changes
March 23, 2010 – 2:51 pm
Professional Investment Services (PIS) has announced appointments to three newly created management positions within the dealer group network.
According to PIS, the new roles have been created to reinforce last year’s restructure of the business into three key divisions:
MLC Risk Specialist Network - How to Build a Successful Practice
March 22, 2010 – 10:16 am
MLC delivered a high quality series of speakers at its annual Risk Specialist Network retreat last week, which saw excellent presentations from fellow advisers and other speakers with relevant messages.
New Matrix Practice, RI/Fortnum Deal
March 16, 2010 – 12:56 pm
Matrix Planning Solutions (Matrix) has added a new Adelaide-based practice to its national network.
New Licensee Lobby Group
March 8, 2010 – 12:50 pm
The Association of Financial Advisers (AFA) has formed a new group to represent the interests of licensees and their advisers.
Hillross Adviser Awards 2009
February 15, 2010 – 5:40 pm
Further Growth for AMP Horizons
February 10, 2010 – 9:27 am
AMP is set to increase the intake into its AMP Horizons adviser training program by 50% over the coming year.
According to AMP Horizons Director, Tim Steele, this projected growth (from 80 to 130 places) reflects the successful results the program has delivered via its intake programs to date, which have seen around 200 planners complete the program.
Adapt or Face the Consequences - AFS Group
January 15, 2010 – 9:09 am
AFS Group (AFS) is set to report a record first half profit for the 2009/2010 financial year, as it warns of the consequences for those dealer groups who have not adapted to the Global Financial Crisis.
Advice Firms Benchmarked Against Best Practice
December 8, 2009 – 1:44 pm
