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Showing 101 - 110 of 334 results for "Advice firms"

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 ...

Vanguard Super head resigns

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... approximately 18,000 potential members had expressed interest in taking up the product, in addition to several financial advice firms that would be to access it through the Vanguard Adviser Portal. "Not all of those will follow through, we know that. ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... filter and archive activities for individual advisers, their teams, and clients. "Our aim at Netwealth is to enable advice firms to scale their business and recognise a world of new efficiencies," added Heine. "Our latest feature enables them to centrally ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... Institute of Superannuation Trustees (AIST) is calling on the government to extend anti-hawking laws to combat financial advice firms using third parties to solicit business through cold calling. Unsolicited calls to consumers about superannuation advice ...

Future looking bright for advice: Survey

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... Australia and New Zealand reporting higher average revenue growth. Now in its 10th year, Dimensional's study looked at 75 advice firms in Australia and New Zealand, as part of a larger survey by the asset manager of 740 firms globally. The study looked ...

Diverger acquires cyber technology firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... Priority Networking, an outsourced managed technology service provider with a network of 130 accounting and financial advice firms. Priority Networking ensures the technology infrastructure of firms is operating efficiently, compliant with software developments ...

Diverger acquires licensee support firm

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... The financial services company explained although it already provides services to both licensed and self-licensed advice firms, the acquisition will enable it to continue delivering on its strategy and grow the services it provides. Diverger managing ...