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Showing 101 - 110 of 347 results for "Advice practices"

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
... experience, Esler recounted that Padua has received 'chicken scratch' ineligible handwritten documents from some advice practices that want a SOA written on its behalf. "We need more quality and I believe that technology and software solutions are able ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... quality of the investment managers we partner with, our technology platform, and the service the North team provide advice practices in implementing investment strategies for clients." Meanwhile, Cboe Australia chief executive Vic Jokovic said: "We are ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... automated service request tracker and can track over 50 different forms and 398 transaction types. It also provides advice practices with a business view of their transactions and forms, saving substantial follow-up time, possibly up to 50 hours per ...

AMP North bolsters managed portfolio offering

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... portfolios follow the continued expansion of North's partnered managed portfolio range, with eight more leading advice practices creating tailored offers since March this year. "North is also partnering with a growing number of leading advice practices ...

Increased scale drives Diverger results

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... group outlined that it plans to continue pursuing acquisitions as well as consider further equity investments in advice practices and explore other service expansion opportunities. It also now has a network of 155 advice firms comprising 223 financial ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... into the construction of portfolios. "As previously, the Licensee category was the most strongly contested as advice practices look to use managed accounts as a core part of the differentiation of their advice service offer. The level of resource and ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Kirk said: "Since 2010, IPL has been changing the conversation about portfolio construction taking place within advice practices. We only see this expanding as part of the Lonsec Group." The businesses will be managed separately for the foreseeable future ...

HUB24 posts record platform inflows

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
... pipeline of new opportunities across all customer segments. This includes large licensee clients, brokers, boutique advice practices and self-licensed advisers. Further, HUB24's latest available strategic insight data show that it maintained second ...

Talent shortage impacts demand for regional advice practices

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
It's a buyer's market for those keen on acquiring a regional financial planning practice - just don't expect to be able to hire for it. According to latest observations from Radar Results, buyers are increasingly preferring to buy in the capital cities ...

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... segment for acquisition and retention. "Tailoring advice to the needs of a particular group is a great way for advice practices to grow, and we have seen this in the Australian market with the emergence of advice practices which focus on the needs of ...