Guardian Financial Planning is offering its advisers access to free risk Statements of Advice (SoAs) as part of a new para-planning service.
Category: Dealer Groups
CBA Buys Count
August 30, 2011 – 11:09 pm
Commonwealth Bank of Australia (CBA) has announced it has agreed to acquire dealer group, Count Financial Limited.
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Group Risk Commissions Need to Stay - CSSA
August 5, 2011 – 5:51 pm
A ban on group risk commission would disadvantage millions of workers, according to an industry association.
AMP Taps Into Scaled Advice Model
July 18, 2011 – 3:50 pm
AMP has launched a new scaled advice service for clients which it says is designed to improve access to quality, affordable advice.
RI Attracts Tech-Savvy Advisers
July 13, 2011 – 11:23 am
Strong business growth opportunities and customised technology solutions have attracted three new practices to RI Advice (RI), the group said.
Hillross Acquires IRIS Financial Group
July 13, 2011 – 10:05 am
Hillross Financial Services will acquire IRIS Financial Group as part of its move towards double-digit revenue growth.
PIS Restructures for Risk
July 12, 2011 – 11:45 am
Professional Investment Services (PIS) says its latest recruitment initiative is designed to generate life insurance opportunities for advisers.
DKN Board Gives IOOF Takeover Green Light
June 27, 2011 – 4:04 pm
DKN Financial Group (DKN) Board members have agreed to a proposal from IOOF to acquire 100% of shares in the advice group.
PIS, AFS Strengthen Regional Teams
June 20, 2011 – 5:22 pm
Professional Investment Services (PIS) and Australian Financial Services Group (AFS) have both announced senior appointments to their regional teams.
Synchron Advisers Urged to Fight FoFA
June 20, 2011 – 4:09 pm
Risk specialist dealer group, Synchron ,has called on its advisers to lobby hard against the proposed Future of Financial Advice (FoFA) reforms, saying they pander to the union superannuation funds movement.
