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Showing 1441 - 1450 of 10441 results for "advice"

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
... Managed Account, while Alvia Asset Partners took home the inaugural award for Boutique Licensee which "highlights the smaller advice businesses now working with experienced asset consultants to develop portfolios that reflect their investment philosophy." ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... it was offloaded by AMP to an investor group in June comprising private equity firm Pemba Capital Partners and several advice industry veterans. "As the only SMSF administrator with software accreditation, and one of only 12 SuperStream suppliers approved ...

Legacy issues, business overhaul plague E&P results

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... entity transition to K2 Asset Management. The E&P Wealth unit on the other hand recorded an 11% increase in funds under advice to $23.4 billion thanks to growth in existing client portfolios, equity markets recovering and a boom in the Family Investment ...

Evolution Trustees responds to likely wholesale definition change

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... schemes will lead to an increase in the financial thresholds used to qualify a person as a wholesale client. The Quality of Advice Review report highlighted concerns that the wholesale client financial thresholds were too low, and I expect many current ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
The Perth-based family office advice firm has officially taken on Albany-based firm Wealth Advantage Group, in a strategic move to target more family offices across the state. While Wealth Advantage will remain in its Albany office, its staff have already ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... key player in the lobbying over FSR and CLERP 6 and helped drive advocacy campaigns with local members," the Financial Advice Association Australia said. "Dugald was a great believer in seeking recognition of financial advice as a profession, including ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... language. Guideway advisers have been using the technology since July 1. Last week, it was made available to the entire advice community, while the second phase of this launch takes place on September 1. FinTalk works off the back of OpenAI's GPT4 technology ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...

Diverger aims to increase profits via scalability

CASSANDRA BALDINI  |  THURSDAY, 24 AUG 2023
... 2023 fiscal year which includes the acquisition of AFSLC Compliance and Priority Networking. Further, it established the advice equity partnership model, completing two investments into McGregor Wealth Management Pty Ltd and Atkinson Saynor Private Wealth. ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... ClearView's new business sales was driven solely by its ClearChoice products suite, growing 25% in the period to $25.2 million. Advice in-force premiums increased 11% to $305.9 million, while total in-force premiums increased 9% to $339.3 million. The ...