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Showing 1291 - 1300 of 4966 results for "Practice"

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
Cornerstone portfolios will be made available on BT Panorama for Invest Blue clients. Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm's client ...

PADUA launches client fact find

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... advice software such as Xplan, sends clients relevant sections in stages, and offers a custom-branded solution for each practice. The initial beta testing found advisers save around 20 minutes during the fact find process and led to higher client engagement ...

Wage subsidy to rescue advice industry

ELIZABETH MCARTHUR  |  FRIDAY, 12 FEB 2021
With just 65 new names appearing on the ASIC Financial Adviser Register in 2020, the rapid decline in adviser numbers has industry experts calling for a wage subsidy to incentivise advice practices to take hire graduates. In its pre-Budget submission ...

Ares backs out of AMP bid

ELIZA BAVIN  |  THURSDAY, 11 FEB 2021
Ares Management has backed out of its acquisition proposal with AMP saying its strategy for its Australia and New Zealand wealth management businesses is likely to be the optimal way forward. The announcement comes as AMP disclosed its full year results ...

Rest extends State Street relationship

KANIKA SOOD  |  WEDNESDAY, 10 FEB 2021
... and scalability will enable us to automate processes and achieve efficiencies at this time as we build a global best practice internal investment capability. Combining internal and external investment management in one desktop system will allow us to ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... dealer groups has made two key hires. Kevin Mayne and Lisa Ng are both joining Lifespan Financial Planning as national practice development managers. Mayne joins Lifespan after five years as regional manager at Elders Financial Planning, before the dealer ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... of Enzumo, the introduction of an online adviser portal, Centrepoint Connect, and the development of the Centrepoint Practice Dashboard tool," he said. "We believe Intelliflo's technology will greatly benefit financial advisers, and we are delighted ...

Investors unprepared for unexpected events: Study

ELIZA BAVIN  |  FRIDAY, 5 FEB 2021
Over 70% of companies are not prepared to detect unexpected events like COVID-19, according to a survey of over 400 global risk and compliance decision makers. The study by Dataminr found that only 29% of firms felt confident they have the technology ...

Wage subsidy needed for new entrants: AFA

JAMIE WILLIAMSON  |  THURSDAY, 4 FEB 2021
The Association of Financial Advisers has called on the government to provide a wage subsidy to financial advice practices to encourage employment of new entrants needing to complete their professional year. In its pre-Budget submission, the AFA has ...

Investment Trends hires head of strategy

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... company NAB, working in senior roles across insurance and business development. He then took on a leadership role in practice development at MLC in January 2012. Investment Trends made two other senior leadership appoints recently. After 11 years, head ...