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Showing 121 - 130 of 330 results for "Advice firms"

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
Infocus added four new financial advice firms to the fold, including welcoming Victoria Devine's Zella Wealth. The non-aligned dealer group also brought to its network Toowoomba-based Healy Financial led by Matthew Healy; Shiva Saberi's Timeless ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
... own consultancy Fusion Practice Solutions, a project management and administration support services to financial advice firms. Prior to launching her business, she worked at AIA for nearly six years in client development roles, and worked at Westpac ...

Skill shortages hitting advice firms hard

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
The financial advice sector is facing a shortage of skills, forcing firms to change how they do things to attract talent. Profusion divisional director Chris Gordon said he has observed a skilled staff shortage in advice, particularly for client service ...

Drummond Capital names strategic growth lead

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... pressure that advisers have faced in recent years, has motivated me to be part of the solution - to partner with advice firms with a goal of improving efficiencies, investment outcomes and most importantly, enhancing the overall client experience." Also ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... Iress, as does Google with HUB24. But it's Microsoft that is expected to make a major move. Ninety-five percent of advice firms use Office 365, Finura said. "Expect to see strong growth in Microsoft ISV's (Independent Software Vendors) rolling ...

Financial elder abuse programs launch

KARREN VERGARA  |  TUESDAY, 11 JAN 2022
... do more to help prevent financial elder abuse. The training provider is targeting superannuation funds, financial advice firms and investment managers with the professional development program, which provides guidance on how to resolve or prevent situations ...

Number one challenge for advice firms revealed

ELIZABETH MCARTHUR  |  FRIDAY, 10 DEC 2021
Dimensional Fund Advisors' global survey of financial advice firms has found one challenge for Australian advisers stands out above all else. Coming as no surprise to those in the industry, the issue advice firms are grappling with most is compliance. ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
... results clearly show that advice businesses are optimistic about the future. "The research found that successful advice firms are achieving scale by optimising their processes and harnessing technology to unlock potential and work smarter," Walsh said. ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
Radar Results is seeing an uptick in demand for niche areas of financial advice, which includes risk insurance businesses. Currently, there is demand from buyers for complete licensee groups with between 50 to 200 authorised representatives. Another ...

AMP Capital executive joins asset consultant

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... Aberdeen Standard Investments. "Darren's addition to the team is an exciting development for Evidentia's partner advice firms (clients), as Darren is not only a leading investment professional, he also has a passion for working with high quality ...