GENESYS WEALTH ADVISERS

Financial planning

Genesys Wealth Advisers have set up a separate division to cater for its richest clients and attract other multi-millionaires away from private banks and specialist bouti...

Life/Risk

It is a problem that everybody knows about, and some have solutions for, yet it will not go away. Australians are not buying risk insurance, and far too-few advisers are ...

Financial planning

Kerry Packer-backed Challenger Financial Services’ purchase last year of Associated Planners is paying surprise dividends, with Genesys Wealth Advisers pushing well into ...

Financial planning

There has only been a slight increase in the overall number of financial planners in the past 12 months, and most growth now appears to be coming from the self-employed s...

Financial planning

Self-managed superannuation funds are booming and, with employee choice just around the corner, things are starting to heat up in this sector....

Financial planning

The new Super, Wealth and Investment Management Electronic Commerce initiative (SwimEC) standards released in April provide the framework for automated electronic payment...

Financial planning

Genesys Wealth Advisers has won back $3 million compensation that it paid under the guise of Garrisons Financial Planning six years ago to clients burnt by the collapse o...

Financial planning

Genesys Wealth Advisers has succeeded in luring two practises away from rival dealer groups in what the Challenger own planning business claims will be the first of many ...

Editorial

Wage levels for paraplanners have stagnated over the past year, according to the Money Management Salary Survey....

Financial planning

In a bid to separate the best from the rest, Genesys Wealth Management will urge Garrisons advisers who can’t produce a minimum of $55,000 in dealer services fees to join...

Financial planning

The Kerry Packer backed Challenger group’s ambitions to build a household financial planning brand have hit a slight hitch, with the group forced to change the name of it...

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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....

1 week 3 days ago

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

1 week 1 day ago
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