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Showing 121 - 130 of 361 results for "Advice practices"

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 ...

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 ...