GENESYS WEALTH ADVISERS

Financial planning

It's back to basics at Genesys Wealth Advisers as the group attempts to leave the distractions of multiple ownership changes behind and refocus on the needs of member fir...

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Financial planning

AXA-owned dealer group Genesys Wealth Advisers is offering close to 10 per cent equity in the business to advisers as it seeks to align advisers' interests with the broad...

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Financial planning

Genesys Wealth Advisers is working overtime to stem the flow of outgoing member firms by creating a new loyalty scheme aimed at locking in firms for up to five years....

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Life/Risk

ING-owned dealer group RI Advice Group has restricted the number of insurers on its Approved Product List to six preferred insurers....

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Financial planning

Genesys Wealth Advisers has begun rolling out AXA's Discovery client matching program to its national network of member firms....

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Financial planning

AXA has defended its investment research team and Approved Product List construction in response to concerns raised by some Genesys Wealth Advisers about their quality an...

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Financial planning

Advisers at Genesys Wealth have expressed their frustration over a perceived lack of support from the AXA-owned dealer group....

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Financial planning

Genesys Wealth Advisers put in place an 'adviser growth incentive scheme' in the final months of last year, which encouraged member firms to sign on support staff and rec...

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Financial planning

According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice....

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Financial planning

New head of business partnering sought by ipac with John Saint leaving to take up top job at Genesys Wealth Advisers....

Financial planning

Will create one of the largest member firms, with $250 million in funds under advice....

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Financial planning

Securitor head Neil Younger has rejected reports that the Westpac dealer group has been actively trying to lure planners away from AXA dealer group Genesys Wealth Adviser...

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People & Products

For the first time Genesys has appointed advisers to its investment committee....

People & Products

Kerry Anderson to head Genesys life risk while Helen Richardson and Jerome Bodisco join Genesys' research team in full-time roles....

Financial planning

Bipolar disorder – mental illness or physical disorder? COL FULLAGAR considers the implications of this question for insurers....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 5 days ago