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Showing 131 - 140 of 330 results for "Advice firms"

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... Investors access the options via the newly launched OpenWealth platform. OpenInvest chief executive Andrew Varlamos said advice firms using OpenWealth can serve a new cohort. "These firms have tremendous experience and want to be able to help a wider ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... in 2020. In terms of digital signatures, 56% of advisers are currently using these tools compared to 32% in 2020. "Advice firms have largely tried to replicate their existing customer interactions to online, but if we look to the disrupters for inspiration ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... means our clients can create advice documents faster than ever before, but with the robustness expected of leading advice firms, and consumers." Fourth Line was established in 2019 in conjunction with law firm Mills Oakley in response to the Hayne Royal ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Mergers and acquisitions will power the financial advice industry, culminating in the formation of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... and what customers are telling us we believe client portals represent the next frontier, and a very real path for advice firms to reinvent their client experience to rival many new and disruptive digital wealth businesses," Netwealth joint managing director ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... such portfolios. Evidentia partner Troy Swann said: "We believe the rise of managed accounts is an opportunity for advice firms to not only increase business efficiencies and provide better execution for clients but is also an opportunity for partner ...

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
... accelerate the delivery of additional lifestyle and financial service offerings." The move comes after four IOOF financial advice firms joined Count Financial ahead of the MLC acquisition. IOOF completed the acquisition of MLC Wealth earlier this month ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's ...

CountPlus firm finalises merger

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
... are an important contributor to the overall sustainable growth strategy for our national network of accounting and advice firms." The merger comes after Cooper Reeves acquired the financial advice services of CBD Wealth in October last year for $600,000 ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms of all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital ...