GENESYS WEALTH ADVISERS

Financial planning

A former director of Genesys’ authorised representative, Vanguard Financial Planning, has pleaded guilty to misusing his position to gain financial advantage for someone ...

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Financial planning

ASIC may take enforcement action against individual financial planners who provided advice on complex products after 10 licensees have been involved in taking corrective ...

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Financial planning

AMP has unilaterally moved to impose higher education standards within its licensee networks and to implement an advice review panel....

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Top 100

In the wake of recent industry-wide change financial planning numbers appear to have moved little, according to data collected for the Money Management Top 100 Dealer Gro...

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Financial planning

The big institutions are dropping their product push mentality to attract more advisers. ...

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Financial planning

Genesys Wealth Advisers has expanded it adviser numbers by 26 since May, adding four new practices to boost its adviser numbers to nearly 200. ...

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Financial planning

The so-called “fifth pillar” of Australia’s banking sector, AMP, now owns the two biggest dealer groups in Australia....

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Financial planning

Australian Financial Services ends its run as licence cancelled under voluntary administration....

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People & Products

Former Genesys Wealth Advisers chief operating officer Andrew Alcock has been appointed chief executive of InvestorFirst....

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People & Products

AMP announces former Tynan Mackenzie boss Paul Robertson as new MD of Genesys....

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Financial planning

A Port Pirie financial adviser has appeared in court on one charge of deception and 27 charges of dishonest dealings with documents, brought by the Australian Securities ...

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Financial planning

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

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Financial planning

With increased volatility, there have been many changes in the dealer group space, both in terms of adviser numbers and funds under advice. Angela Welsh reports on events...

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Financial planning

Mid-tier dealer groups have turned in a mixed performance over the last 12 months as some grew faster than the more established players in the market, while others have l...

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Financial planning

Genesys Wealth Advisers has opted to extend its long relationship with van Eyk....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 17 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 21 hours ago