Category: Dealer Groups

Synchron Advisers Urged to Fight FoFA

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.

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Guardian Joins AFA

Guardian Financial Planning (Guardian) has joined the Association of Financial Advisers’ (AFA) Licensee Partnership Program.

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Synchron Taps in to Technology for Insurance Leads

Risk-focussed dealer group, Synchron, has joined forces with online personal insurance portal, MultiCover, to provide qualified leads to its advisers.

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Sydney Adviser Wins PIS Accolade

Sydney adviser, Marshall Brentnall, has been announced as the 2011 Professional Investment Services Financial Planner of the Year.

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FoFA Reforms Behind Count Restructure

Count Financial Group (Count) has declared its intention to restructure its business as a result of the Future of Financial Advice (FoFA) reforms announced in April.

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AustralianSuper Partners with Advice Firms

The Future of Financial Advice (FoFA) reforms will pave the way for a more collaborative approach between industry funds and financial advisers, according to AustralianSuper, which has been trialling a partnership with advice firms.

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AXA Names Adviser of the Year

AXA Financial Advice Network (AXA) has announced the winner of the Gerald Lippman Perpetual Trophy for adviser of the year.

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Senior Guardian Appointment

Guardian Financial Planning (Guardian) has announced the appointment of Ian Anderson to the newly created role of Business Acquisition Manager.

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New Synchron Mentoring Program, Adviser Technology Initiatives

Dealer group Synchron has announced the launch of an adviser mentoring program within an industry experiencing significant regulatory and technological change.

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PIS Launches Client Service Program

Professional Investment Services (PIS) has launched a new strategy which it says will become ‘… a new benchmark for client management within the Australian financial services industry.’

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