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GENESYS WEALTH ADVISERS
Financial planning
AMP Financial Planning has confirmed its current managing director Greg Kirk will end his five-year stint in the job to fill the managing directorship at Genesys Wealth A...
Financial planning
AMP Financial Planning (AMPFP) has appointed Michael Guggenheimer as its new managing director in the wake of Greg Kirk’s imminent departure to join Genesys Wealth Advise...
Financial planning
Challenger Financial Service has appointed AMP Capital Investors’ portfolio manager Alan Sheen as its head investment analyst, effectively its second major signing from A...
Financial planning
Genesys Wealth Advisers is expecting to appoint a new managing director to replace Ray Miles from outside of the firm in the very near future....
Financial planning
Challenger-owned dealer group Genesys Wealth Advisers is looking to Australia’s high school students to find the next generation of financial planners....
Financial planning
A desire to give its 400 financial planners access to a web-based service has prompted Genesys Wealth Advisers to sign Xplan and drop VisiPlan as its advisory software pr...
Financial planning
Challenger Wealth Management chief executive Chris Cuffe will step down from his role on June 30 this year to pursue interests outside of financial services....
Financial planning
People generally agree that you should not receive financial advantage, or even compensation, from a loss suffered as a result of committing a criminal activity. As a res...
Financial planning
First time contenders Paul Gerrard and Bruce Beakey have won a seat on the FPA’s board, outpolling incumbents Andrew Heaven and Dominic Alafaci, who failed in their bid f...
Financial planning
Wealth creation and risk management advice will soon be offered through Bank of Queensland branches, business bankers and the private bank following the signing of a refe...
Financial planning
In a sign that not all risk advisers are satisfied with the suitability of recommendations coming from research houses, a major Australian dealer group has decided to mov...
People & Products
Perpetual Investments has found a new head for its young platform offering, four weeks after losing its inaugural head, Mark Papendieck, to Skandia....
Financial planning
A cultural mismatch has prompted Challenger Financial Services to sell-off its lower cost, lower service dealer group Synergy Advisory Services to ING, according to Genes...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...