genesys wealth advisers

Financial planning

Genesys attempts to lure the high rollers

Genesys Wealth Advisers have set up a separate division to cater for its richest clients and attract other multi-millionaires away from private banks and specialist bouti...

Life/Risk

Chronic condition: the underinsurance crisis

It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...

Financial planning

Genesys shines ahead of schedule

Kerry Packer-backed Challenger Financial Services’ purchase last year of Associated Planners is paying surprise dividends, with Genesys Wealth Advisers pushing well into ...

Financial planning

Salary sacrifice

There has only been a slight increase in the overall number of financial planners in the past 12 months, and most growth now appears to be coming from the self-employed s...

Financial planning

Choosing to do it yourself

Self-managed superannuation funds are booming and, with employee choice just around the corner, things are starting to heat up in this sector....

Financial planning

SwimEC: lifeline or flotsam?

The new Super, Wealth and Investment Management Electronic Commerce initiative (SwimEC) standards released in April provide the framework for automated electronic payment...

Financial planning

Genesys reimbursed for Solicitors Trust millions

Genesys Wealth Advisers has won back $3 million compensation that it paid under the guise of Garrisons Financial Planning six years ago to clients burnt by the collapse o...

Financial planning

Genesys signs practises from rivals

Genesys Wealth Advisers has succeeded in luring two practises away from rival dealer groups in what the Challenger own planning business claims will be the first of many ...

Editorial

Paraplanning: a career in the making

Wage levels for paraplanners have stagnated over the past year, according to the Money Management Salary Survey....

Financial planning

Poorer Garrisons advisers left out of Genesys group

In a bid to separate the best from the rest, Genesys Wealth Management will urge Garrisons advisers who can’t produce a minimum of $55,000 in dealer services fees to join...

Financial planning

Another new beginning for Genesys

The Kerry Packer backed Challenger group’s ambitions to build a household financial planning brand have hit a slight hitch, with the group forced to change the name of it...