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Showing 1021 - 1030 of 4963 results for "Practice"

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
Investment Trends has launched its 2021 Platform Benchmarking and Competitive Analysis Report, with Netwealth receiving a near perfect score - just inching out HUB24. Assessed across more than 500 different criteria, Netwealth took the top spot in overall ...

PwC appoints insurance leader

CHLOE WALKER  |  THURSDAY, 17 FEB 2022
... Australia, US and South East Asia. "We are thrilled to have Yoshiro join the partnership to support the Financial Services practice," PwC Australia financial services leader Tom Gunson said. "Yoshiro brings a wealth of experience to the role and is well ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
... solve any critical business issue," Whelan said. "We now offer solutions to every challenge advisers face within their practice, either with our end-to-end solution, or by extracting any part of this and inserting it into an adviser's existing workflow ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... holds 1.6% of the market. When assessing potential new additions to Infocus, Steinhardt looks for three key aspects. The practice must look to grow revenue and is led by advisers who are very good at what they do; want to enhance efficiencies in the ...

The Advisers Association appoints chair

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
... new chair. Beimers is the founder and managing director of SEQ Advice, a Queensland-based financial advice and services practice. Beimers has served on the TAA board as vice chair since 2020 and was also a board member of TAA's forerunner, AMPFPA ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament ...

CFA Institute says focus on culture

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
A new report from the CFA Institute has found that the culture of investment organisations often constrains innovation. The report, titled The future of work in investment management: changing organisational cultures, offered a series of recommendations ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
Sequoia Financial Group announced the appointment of three executives to bolster its national advice network. Barry Strapps has joined as regional manager for South Australia and Western Australia. He joined InterPrac last year and prior to that worked ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... South Australia and Northern Territory state manager, based in Adelaide. She most recently ran her own consultancy Fusion Practice Solutions, a project management and administration support services to financial advice firms. Prior to launching her business ...

Rest awards responsible investment mandate

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
The $70 billion industry fund, Rest, has awarded an investment mandate for its ethical investment option. The fund awarded an enhanced ESG mandate to Parametric and Calvert. The mandate is designed to provide further diversification to Rest's Sustainable ...