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Showing 111 - 120 of 347 results for "Advice practices"

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... while 40% of them are using them for clients with less than $100,000. The research is based on responses from 224 advice practices, 76 of which were using managed accounts.

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
... existing suites managed by BlackRock and Russell Investments. Demand for managed accounts is also being driven by advice practices that had used BT Wrap primarily as their main platform and are moving their clients' funds across to managed accounts on ...

AMP North bolsters offering

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
... Coastline Advice. InvestSense is the appointed investment manager for both PMPs. This now brings the number of advice practices partnered with the North platform to 16. "Providing advisers and their clients with access to a diverse and growing range ...

BlackRock strengthens Australasia, APAC leadership

CHLOE WALKER  |  WEDNESDAY, 23 FEB 2022
... sovereign entities, pension funds, banks, insurers, asset managers, asset consultants, family offices and financial advice practices," BlackRock said.. Across the Pacific, Hiroyuki Shimizu has been named as head of institutional for Asia Pacific, starting ...

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... reveals. The analysis of 230 IFAs by Business Health in its annual Future Ready report found that only 27% of advice practices are touching base with their best clients more than 10 times a year. Business Health owner Rod Bertino told a Midwinter event ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
... solutions more than product options, and I think this an exciting opportunity to offer something uniquely powerful to advice practices." NEO chief executive Rudi Engelbrecht will join the new company as group chief operating officer. "WealthO2 and NEO ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... some 82% of financial advisers are looking for such solutions. "Also driving the demand for managed accounts are advice practices that had used BT Wrap primarily as their main platform and have since taken the opportunity to implement managed accounts ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... because of our premium services and facilities that are delivered by industry professionals dedicated to assisting advice practices achieve growth and client service goals - as demonstrated by the three new appointments."

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... with MLC. Lonsec has also added two transition consultants. These are newly created roles to assist financial advice practices. Brendan Tully and Sean Newman have each been appointed as transition consultants. Tully was most recently advice review regional ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
Iress' inaugural Advice Efficiency Survey reveals that more than 70% of advice practices forecast growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research ...