SYNCHRON

Features

Synchron’s Don Trapnell explains why there are distinct differences between life/risk advisers and those providing holistic advice and why this should be recognised under...

Features

The chair of life/risk focused dealer group Synchron, Michael Harrison claims the Royal Commission has highlighted the gaping chasm which exists between the high value pr...

Life/Risk

Direct life insurance is barely worth the paper it is written on, according to the chairman of life/risk-focused dealer group Synchron, Michael Harrison....

Life/Risk

Synchron director, Don Trapnell has warned that the Financial Adviser Standards and Ethics Authority’s controversial education requirements could kill the life insurance ...

People & Products

Risk-focused dealer group, Synchron has appointed Matthew Wallis as its new NSW State Manager....

People & Products

Non-aligned planning group, Synchron has appointed former AMP Group head of financial planning SA/NT, as its SA/NT state manager....

Funds management

Lonsec Research will be providing investment research and consulting services to risk-focused dealer group, Synchron....

Financial planning

Synchron’s former Queensland state manager, Gerry Porter passed away on 29 July....

People & Products

Synchron has appointed a manager for South Australia and the Northern Territory and now has manager representation in every state....

Financial planning

Charging commissions for life/risk advice may be more professional than a fee-for-service model as they were only paid if advisers achieved a claim result for clients, Sy...

Financial planning

Synchron’s Don Trapnell said he intended to appoint a general manager within two years to enable him to begin his exit strategy process, while the firm also hired a compl...

Funds management

Synchron’s advisers would be able to access new portfolios, platforms and products through its new investment company, Valant Capital Investments. ...

People & Products

Risk-focused group, Synchron, has appointed a former UBS Wealth senior employee as its new compliance manager....

Financial planning

Dealer group Synchron has won a key legal battle securing the exclusion of commissions and fees on behalf of advisers from the calculation of payroll tax....

Financial planning

ASIC has accepted an EU from a former Victorian Synchron adviser under which he has to withdraw from financial services for three years after he failed to comply with fin...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week 3 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 22 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo