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Showing 121 - 130 of 347 results for "Advice practices"

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and advice practices from across Australia. The awards also celebrate the individuals and businesses who go above and beyond to deliver outstanding ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
... and seniority join our team as we continue to build Warakirri's relationships with family offices, financial advice practices and high-net-worth clients," Warakirri managing director Jim McKay said. "Ben's strong network, coupled with his significant ...

BT closes self-licensee business

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... Community, will establish an independent business offering similar services and programs to self-licensed financial advice practices. A spokesperson for BT confirmed to Financial Standard that the Practice Principals' Community will shutter from ...

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... "We're delighted to have Greg join our team as we seek to build Copia's distribution footprint with financial advice practices in Queensland," Copia general manager of distribution John Clothier said. "Greg's strong network, coupled with his experience ...

AMP North reduces fees, adds options

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... proving popular with clients and advisers." AMP recently added six new partnered managed portfolios (PMP) with advice practices, bringing the total range to 11 and added new risk profile options to the MyNorth Sustainable and Zenith ranges.

More advisers switching practices

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... adviser movements pipeline shows the movement of financial advisers across AFS licences (AFSLs) and financial advice practices using the ASIC Financial Advisers Register. "With adviser numbers fluctuating by around 7000, over 25%, in the past three years ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... recent years each has focused on perfecting different key aspects of the critical supports that are essential to advice practices in the modernised industry, WTL chair Guy Hedley said. Wealth Today focuses on compliance and risk management processes ...

Consultum chief joins new firm

ELIZABETH MCARTHUR  |  TUESDAY, 24 AUG 2021
... ASVWFS chief executive Stuart Abley said. "His appointment reflects ASVWFS's commitment to our network of advice practices and the very important contribution he will provide in supporting the group's long-term strategic business aspirations ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... value proposition can tap into an unmet and growing demand that leads to significant growth and profitability for advice practices." After completing the survey, the client will be provided with a life score that highlights which values matter to them ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... leaving the network. He also added that a BOLR mechanism is no longer required, given the strong M&A market for advice practices in Australia. While further advice practice exits are anticipated before the conclusion of the December 31 buyback arrangements ...