GENESYS WEALTH ADVISERS

Financial planning

It's back to basics at Genesys Wealth Advisers as the group attempts to leave the distractions of multiple ownership changes behind and refocus on the needs of member fir...

Financial planning

AXA-owned dealer group Genesys Wealth Advisers is offering close to 10 per cent equity in the business to advisers as it seeks to align advisers' interests with the broad...

Financial planning

Genesys Wealth Advisers is working overtime to stem the flow of outgoing member firms by creating a new loyalty scheme aimed at locking in firms for up to five years....

Life/Risk

ING-owned dealer group RI Advice Group has restricted the number of insurers on its Approved Product List to six preferred insurers....

Financial planning

Genesys Wealth Advisers has begun rolling out AXA's Discovery client matching program to its national network of member firms....

Financial planning

AXA has defended its investment research team and Approved Product List construction in response to concerns raised by some Genesys Wealth Advisers about their quality an...

Financial planning

Advisers at Genesys Wealth have expressed their frustration over a perceived lack of support from the AXA-owned dealer group....

Financial planning

Genesys Wealth Advisers put in place an 'adviser growth incentive scheme' in the final months of last year, which encouraged member firms to sign on support staff and rec...

Financial planning

According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice....

Financial planning

New head of business partnering sought by ipac with John Saint leaving to take up top job at Genesys Wealth Advisers....

Financial planning

Will create one of the largest member firms, with $250 million in funds under advice....

Financial planning

Securitor head Neil Younger has rejected reports that the Westpac dealer group has been actively trying to lure planners away from AXA dealer group Genesys Wealth Adviser...

People & Products

For the first time Genesys has appointed advisers to its investment committee....

People & Products

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

Financial planning

Bipolar disorder – mental illness or physical disorder? COL FULLAGAR considers the implications of this question for insurers....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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