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Showing 91 - 100 of 330 results for "Advice firms"

UK to ban cold calling on all financial products

JAMIE WILLIAMSON  |  FRIDAY, 5 MAY 2023
... legislation was introduced. Earlier this year, the Australian Institute of Superannuation Trustees (AIST) called out advice firms that use third parties to solicit business through cold calling. Unsolicited calls to consumers about superannuation advice ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
In an exclusive interview with Financial Standard, BlackRock US wealth advisory group director Jim Renitsky said digitisation and personalisation at scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the ...

Adviser complaints rise, super complaints decrease

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
... combined compensation amounts to $692 million. An overwhelming number of complaints relate to 19 insolvent financial advice firms registering 1972 complaints allegedly owing $375.4 million. Two defunct foreign exchange dealers received 1162 complaints ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... the partnership with EFS aligns with the firm's strategy of joining forces with the industry's best advisers and advice firms. "EFS is a fast-growing financial planning business with an innovative advice model and a culture that is closely aligned with ...

Advice firms trading at premium: Broker

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
Financial advice firms continue to trade at a premium compared to other professional services firms, according to an industry broker. Centurion Market Makers' newly released Practice acquisition sale & valuation guide reveals that the demand for premium ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... local market having signed several licensees and dealer groups here, and are in active conversation with multiple advice firms," Eatock continued. "The market is clearly welcoming increased competition, software, systems and service." Meanwhile, Alsop ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
... positioning that makes the investment a sound one, including its partnership model. Focus owns about 90 individual advice firms around the world, which retain their own branding and identity. Focus has bought up several advice businesses in Australia ...

Advice group convicted of hawking

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
... Superannuation Trustees (AIST) called on the government to extend the new anti-hawking laws to include financial advice firms using third parties to solicit business via cold calling. "When they're selling financial services like superannuation advice ...

Support staff key to advice firm longevity: Report

KARREN VERGARA  |  MONDAY, 20 FEB 2023
Financial advice firms are looking to hire more service-support staff in 2023 as many review their pay and benefits packages to remain competitive in an overheated market. At least half of the 100 advice firms canvassed by consulting firm Business Health ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
... provides (32% use today and 34% are considering). Netwealth explained there are significant opportunities for financial advice firms based on its study. "Although some wealth managers currently specialise in servicing the needs of women investors, these ...