GENESYS WEALTH ADVISERS
Financial planning
Ongoing developments to Mercer’s superannuation research tool prove beneficial....
Life/Risk
Many Australians’ insurance policies are at risk of lapsing, insurers fear....
Financial planning
Citing the complexity of insurance advice, Genesys trims risk partner numbers....
Financial planning
It is important for an adviser to know what they should do if they become aware of or have reasonable grounds to suspect a client has not complied with their Duty of Disc...
Financial planning
Financial planners are feeling the impact of the remuneration debate....
Financial planning
In an effort to improve its practice management framework, a leading financial planning practice in the Genesys Wealth Advisers dealer group has installed a new human res...
Financial planning
Australian Wealth Management (AWM) has completed the purchase of corporate superannuation businesses i.super and Finium....
Financial planning
Mercer Investment Consulting has signed up Genesys Wealth Advisers and Consultum Financial Planners to its new superannuation research tool, Mercer IS Super....
Financial planning
Financial services research firm brandmanagement has recently performed a survey that revealed the wealthiest consumers in Australia are not being properly serviced by th...
Life/Risk
Abstract Long...
Editorial
A net profit of $7 million by its financial planning arm, including Genesys Wealth Advisers, has helped Challenger lift its group net profit by 12.3 per cent to $134.3 mi...
Financial planning
In the 1980’s, the life insurance industry was largely operating under an agency system whereby those providing insurance advice to clients were ‘agents’ of the insurer r...
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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...