RI Advice Group takes stake in Miles' Fortnum

11 March 2010 | ING-owned RI Advice Group has taken a 20 per cent stake in Ray Miles' new dealer group, Fortnum Financial Group.

Benefiting from change

1 February 2010 | Large institutions view the global financial crisis-inspired period of regulatory review and change as a chance to buy distribution and platforms cheaply and to position for future growth. But what implications does this concentration of advice and product have for the Australian financial planning market, asks Paul Kelly.

Search is on for new head for ipac planning businesses

22 January 2010 | ipac Financial Planning and ipac Business Partnering to be brought together as a 'single advice network'.

Some dealer groups trying to 'destabilise' Genesys: Kirk

27 October 2009 | Managing director Greg Kirk has accused rival dealer groups of deliberately trying to destabilise Genesys in order to attract advisers.

Genesys secures CommInsure risk product manager

14 August 2009 | Kerry Anderson to head Genesys life risk while Helen Richardson and Jerome Bodisco join Genesys' research team in full-time roles.

Genesys takes stake in Farrow Hughes Mulcahy

30 October 2008 | Investment Genesys’ largest to date.

Genesys to expand university involvement

17 December 2007 | Aims to strengthen links between educators and industry.

AMP’s Kirk moves to Genesys

1 May 2006 | 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 Advisers officially vacated by Ray Miles late last week.

Genesys goes back to high school

11 April 2006 | Challenger-owned dealer group Genesys Wealth Advisers is looking to Australia’s high school students to find the next generation of financial planners.