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Showing 111 - 120 of 354 results for "Advice practices"

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 ...

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 ...