InFocus/H&R Block deal sees first referrals

9 March 2017
| By Malavika |
image
image
expand image

InFocus Wealth Management has announced the first referrals have started to flow following an agreement to enter into an exclusive referral relationship with H&R Block.

The referral relationship would see H&R Block refer their clients seeking financial advice to advisers licensed by the InFocus Group.

InFocus managing director and chief executive, Rod Bristow said: “Based on the scale of the referral program, we are actively looking for quality financial advisers to join the InFocus Group nationally”.

In the initial stages of the program, which would roll out before 30 June, 2017, H&R Block would directly market to more than 1,000 clients every week to inform their clients about the new advice services that were available through the referral relationship with InFocus.

H&R Block clients seeking financial advice would be referred to financial advisers licensed by the InFocus Group.

InFocus was also helping advisers build relationships with their local H&R Block accounting offices, which it said was a significant centre of influence (COI) opportunity.

InFocus provides financial advice to over 65,000 clients and has over $4.5 billion in funds under advice and manages over $300 million in its funds management business.

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

16 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 10 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND