Category: Dealer Groups

News in Brief

  • Intrepid Advisers Ride for Charity
  • Plan B Fast-Tracks Acquisition
  • Australian Risk Advisers PD Day Latest
  • riskinfo Magazine Competition Winner 

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News in Brief

  • Women in Focus for WA Boutique
  • New Social Media Tools for Advisers
  • Bendigo Wealth Scaled Advice Initiative

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Smartphone App for AFS Advisers

Dealer group Australian Financial Services (AFS) is preparing to launch a mobile platform for advisers that it says will enhance dealer group to adviser, and adviser to client communications.

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FSP Releases XPlan Enhancements

Improved practice productivity is the driver behind a range of XPlan enhancements announced by Financial Services Partners (FSP) this week.

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New Specialist Risk Advisory Group Launched

A new advice group delivering specialist life insurance advice to individuals and businesses has been launched.

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AXA FP Advisers Offered Transition to Charter

AXA Financial Planning practices will be commencing a branding transition from April 2012, in the lead up to the withdrawal of the AXA brand from the Australian market.

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News in Brief

  • Actuaries Call For Annuities Reform
  • Demand for PD Day - Australian Risk Advisers
  • Advice Paradigm Shift Predicted
  • Advisers Urged to Keep Plans Simple

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News in Brief

  • Workplace Tablet Use Grows
  • Macquarie Extends Partnership with Jessica Watson
  • Advisers Demand Stability - Sentry

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News in Brief

  • Hillross Names Top Achievers
  • Inquiry Into Default Superannuation Selection
  • Gender Inequality Still an Issue for Australian Finance Industry

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Ipac Wins CoreData Advisory Group of the Year

CoreData has announced Ipac Securities as its Advisory Group of the Year for 2011, based on its ability to acquire prospective clients.

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