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GENESYS WEALTH ADVISERS
Editorial
Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...
Financial planning
The Australian Securities and Investments Commission (ASIC) has permanently banned Trevor Wayne Carll of Port Pirie from providing financial services for acting dishonest...
Financial planning
Craig Dunn’s AMP was the victor in its heated battle to acquire AXA Asia Pacific, leaving National Australia Bank to lick its wounds....
Funds management
After four months of negotiations, dealer group Secureinvest has appointed boutique investment firm Wealth Within as its provider of individually managed accounts (IMA) s...
Financial planning
The investment research team at ANZ-owned RI Advice Group, led by Dinyar Irani, is leaving to set up a portfolio construction company in partnership with Ray Miles' Fortn...
Financial planning
The investment research team at ANZ-owned RI Advice Group, led by Dinyar Irani, is leaving to set up a portfolio construction company in partnership with Ray Miles’...
Financial planning
AXA-owned Genesys Wealth Advisers has completed the first stage of an equity offer to member firms, but despite almost 80 per cent of member firms taking part the offer f...
People & Products
Former head of acquisitions and succession for AXA’s Financial Advice Network, Steven Davison, has moved to Genesys Wealth Advisers to take up the newly created pos...
Financial planning
Allegations of breaches of corporate confidentiality have been made against AXA-owned dealer group Genesys Wealth Advisers by the former chair of its National Advisory Co...
Life/Risk
Genesys Wealth Advisers has picked Asteron as its 6th insurance partner....
Financial planning
Fortnum Financial Group executive chairman Ray Miles has hit back at what some have perceived was an attack on the investment research team formerly employed by Genesys W...
Financial planning
Genesys Wealth Advisers has overhauled its underperforming model portfolio, acknowledging exposure to problematic funds....
Financial planning
Fund management group BlackRock has announced the appointment of Henry Capra as chief operating officer, Orla Fisk as senior compliance officer and Pru Bennett as head of...
Financial planning
After the ownership changes of recent years, Genesys Wealth Advisers is now paying full attention to its member firms....
Financial planning
Genesys Wealth Advisers has lost the former chair of its national advisory council, Andy Murdock, and his practice to Fortnum Financial Group - in addition to a number of...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...