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Genesys picks up new firms

By Julie May | 08-Sep-2010

Genesys picks up new firms Julie May Tuesday 7 September 2010 Queensland presence boosted Wed 08 Sep 2010 Genesys picks up two new practices as another member firm departs for Fortnum. ... read more »

More SMSF product innovation needed

By Julie May | 06-Sep-2010

More SMSF product innovation needed Consider insurance and education By Julie May Tue 07 Sep 2010 Product providers need to get on the front foot in catering to the growing SMSF market. ... read more »

FSP creates national recruitment role

By Julie May | 06-Sep-2010

FSP creates national recruitment role By Julie May Mon 06 Sep 2010 Financial Services Partners (FSP) has created a new role to help spearhead the dealer group's growth plans. Allan ... read more »

Commission-based firms looking to sell

By Julie May | 03-Sep-2010

Commission-based firms looking to sell Driven by legislative changes By Julie May Mon 06 Sep 2010 Firms running on a commission-based fee model are looking to offload their businesses ... read more »

Planner use of platforms dips

By Julie May | 03-Sep-2010

Planner use of platforms dips Increase in online share traders By Julie May Mon 06 Sep 2010 The use of platforms for new client investments has dipped for the first time in eight years. ... read more »

Morgan Stanley recruits Macquarie advisers

By Julie May | 01-Sep-2010

Morgan Stanley recruits Macquarie advisers Over 40 advisers added in 12 months By Julie May Thu 02 Sep 2010 Morgan Stanley Smith Barney has hired three senior advisers from Macquarie ... read more »

Profusion acquires recruitment firm

By Julie May | 30-Aug-2010

Profusion acquires recruitment firm By Julie May Mon 30 Aug 2010 Profusion Group has acquired executive search and recruitment firm Gilbert and Robinson as part of its plans to expand ... read more »

Genesys to launch risk advice process

By Julie May | 25-Aug-2010

Genesys to launch risk advice process Julie May Tuesday 24 August 2010 Workshops start October Wed 25 Aug 2010 Dealer group aims to increase new risk business by 15 to 20 per cent over ... read more »

Suncorp Life profits from IFA push

By Julie May | 25-Aug-2010

Suncorp Life profits from IFA push Clarifying strategic direction By Julie May Thu 26 Aug 2010 Expanding its distribution network has helped Suncorp Life to achieve a $222 million profit. ... read more »

Genesys to launch risk advice process

By Julie May | 24-Aug-2010

Genesys to launch risk advice process Workshops start October By Julie May Wed 25 Aug 2010 Dealer group aims to increase new risk business by 15 to 20 per cent over the next few years. ... read more »

Profusion buys recruitment firm

By Julie May | 23-Aug-2010

Profusion buys recruitment firm Singapore office opens January By Julie May Tue 24 Aug 2010 Profusion has acquired an executive search and recruitment firm as part of its Asian expansion ... read more »

AMP expands IFA protection team

By Julie May | 20-Aug-2010

AMP expands IFA protection team By Julie May Mon 23 Aug 2010 AMP has recruited seven new people to its independent financial adviser (IFA) protection team in response to an increase ... read more »

Dealers, new advisers benefit from client book sales

By Julie May | 20-Aug-2010

Dealers, new advisers benefit from client book sales Redefining the value proposition By Julie May Mon 23 Aug 2010 The purchase of passive client books is creating lower-cost options ... read more »

452 Capital funds downgraded

By Julie May | 20-Aug-2010

452 Capital funds downgraded Julie May Thursday 19 August 2010 Management team set to walk Fri 20 Aug 2010 S&P has downgraded two 452 Capital funds after its management team announced ... read more »

452 Capital funds downgraded

By Julie May | 19-Aug-2010

452 Capital funds downgraded Management team set to walk By Julie May Fri 20 Aug 2010 S&P has downgraded two 452 Capital funds after its management team announced that it would ... read more »

Matrix practice acquires accounting business

By Julie May | 19-Aug-2010

Matrix practice acquires accounting business Julie May Wednesday 18 August 2010 Clients want one-stop shop Thu 19 Aug 2010 Financial planning firm Collins Financial Group introduces ... read more »

Matrix practice acquires accounting business

By Julie May | 18-Aug-2010

Matrix practice acquires accounting business Clients want one-stop shop By Julie May Thu 19 Aug 2010 Financial planning firm Collins Financial Group introduces in-house accounting services. ... read more »

NAB specialists bank more practices

By Julie May | 18-Aug-2010

NAB specialists bank more practices Julie May Tuesday 17 August 2010 M&A activity on the rise Wed 18 Aug 2010 NAB's Financial Planning Banking team has picked up 110 new practice ... read more »

NAB specialists bank more practices

By Julie May | 17-Aug-2010

NAB specialists bank more practices M&A activity on the rise By Julie May Wed 18 Aug 2010 NAB's Financial Planning Banking team has picked up 110 new practice clients in nine months. ... read more »

Insurance Adviser Net expands services

By Julie May | 17-Aug-2010

Insurance Adviser Net expands services Julie May Monday 16 August 2010 Three appointments made Tue 17 Aug 2010 Insurance Adviser Net hires former Genesys staffer to lead new financial ... read more »

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