Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
GENESYS WEALTH ADVISERS
Financial planning
A former director of Genesys’ authorised representative, Vanguard Financial Planning, has pleaded guilty to misusing his position to gain financial advantage for someone ...
Financial planning
ASIC may take enforcement action against individual financial planners who provided advice on complex products after 10 licensees have been involved in taking corrective ...
Financial planning
AMP has unilaterally moved to impose higher education standards within its licensee networks and to implement an advice review panel....
Top 100
In the wake of recent industry-wide change financial planning numbers appear to have moved little, according to data collected for the Money Management Top 100 Dealer Gro...
Financial planning
The big institutions are dropping their product push mentality to attract more advisers. ...
Financial planning
Genesys Wealth Advisers has expanded it adviser numbers by 26 since May, adding four new practices to boost its adviser numbers to nearly 200. ...
Financial planning
The so-called “fifth pillar” of Australia’s banking sector, AMP, now owns the two biggest dealer groups in Australia....
Financial planning
Australian Financial Services ends its run as licence cancelled under voluntary administration....
People & Products
Former Genesys Wealth Advisers chief operating officer Andrew Alcock has been appointed chief executive of InvestorFirst....
People & Products
AMP announces former Tynan Mackenzie boss Paul Robertson as new MD of Genesys....
Financial planning
A Port Pirie financial adviser has appeared in court on one charge of deception and 27 charges of dishonest dealings with documents, brought by the Australian Securities ...
Financial planning
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Financial planning
With increased volatility, there have been many changes in the dealer group space, both in terms of adviser numbers and funds under advice. Angela Welsh reports on events...
Financial planning
Mid-tier dealer groups have turned in a mixed performance over the last 12 months as some grew faster than the more established players in the market, while others have l...
Financial planning
Genesys Wealth Advisers has opted to extend its long relationship with van Eyk....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...