FP coaching business recognises its best advisers and practices
A financial planning coaching business, Beddoes Institute, has named Securitor Financial Group, Meilennium3 and Hillross Financial Services as winners of their best practice awards.
Beddoes Institute who founded the Most Trusted Adviser Network (MTA) awards, names the Securitor Financial Group network, Meilennium3 and Hillross Financial Services as winners of their best practice awards.
The MTA awards were given to nine financial advisers, and eight financial advice practices.
Some of the other awards included ‘Most Trusted Practice', which went to Wealth Fusion and Hillross Fairy Meadow, while the ‘Client Service' award went to SAM Group.
Their ‘Most Trusted Adviser' awards went to Greg Lourens at SAM group and David Reed of The Retirement Advice Centre.
The MTA Awards are based on 3,750 client ratings, from 137 of Australia's MTA advisers and 64 MTA practices.
Director of Beddos Institute, Dr Rebecaa Sheils said winners and finalists are selected based on how they are rated by their clients, while "advisers and practices needed... a client survey response rate of 47 per cent, which mean that the awards are based on a large and representative sample of clients."
Recommended for you
Scarcity Partners believes the dynamics playing out in the managed account and outsourced chief investment officer market are “here to stay” based on positive developments in financial advice.
Former executive chairman of failed stockbroker BBY, Glenn Rosewall, has been charged with aiding, abetting, counselling or procuring BBY’s dishonest conduct in relation to a financial service.
Fidelity International research has revealed Australian investors are significantly more optimistic about the market outlook and feeling more comfortable than their APAC peers, despite ongoing market volatility.
MLC has partnered with TAL and Challenger on a retirement solution, the first in a series of retirement income offerings for advisers to be launched over the next 18 months.
