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Showing 141 - 150 of 347 results for "Advice practices"

The future of quality advice: SMSFA

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... practice Mark Ryan explained reflecting on the lessons of the Royal Commission brings forth ideas for the future of advice practices. Ryan's first tip is investment in adviser capability and training. He referred to the FASEA Code of Ethics and subsequent ...

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
... worked with the Invest Blue team to manage operational changes to embed the managed account solution across its advice practices.

Wage subsidy to rescue advice industry

ELIZABETH MCARTHUR  |  FRIDAY, 12 FEB 2021
... in 2020, the rapid decline in adviser numbers has industry experts calling for a wage subsidy to incentivise advice practices to take hire graduates. In its pre-Budget submission, the Association of Financial Advisers (AFA) recommended the government ...

Wage subsidy needed for new entrants: AFA

JAMIE WILLIAMSON  |  THURSDAY, 4 FEB 2021
The Association of Financial Advisers has called on the government to provide a wage subsidy to financial advice practices to encourage employment of new entrants needing to complete their professional year. In its pre-Budget submission, the AFA has ...

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... was head of financial planning for Victoria and Tasmania at AMP and was responsible for the performance of 180 advice practices. Count Financial chief advice officer Andrew Kennedy said Carlton's industry knowledge will be key as it targets advice firms ...

Cost of advice soars as red tape grows

ELIZA BAVIN  |  WEDNESDAY, 21 OCT 2020
... said. The FPA said the regulation of financial advice has become increasingly complex and costly, leading to many advice practices struggling to remain commercially viable. "The cost of operating a financial planning practice is significant," De Gori ...

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
... of." DAC managing director Matthew Walker said it has become increasingly clear in recent months that financial advice practices require a different way of managing client portfolios to generate absolute returns in the new economic environment. "Tracking ...

New managed portfolio on MyNorth

ELIZA BAVIN  |  MONDAY, 14 SEP 2020
... range following the launch of portfolios with advice practice, the Weinberg Private Group and other independent advice practices in 2019.

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
... for the majority (67%), and providing affordable advice, which almost half of advisers struggle with (46%). The advice practices that were able to rise above these challenges and stay afloat in terms net profit, and client and profitability growth were ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... dynamic shifts in the financial services industry". "The industry needs a fresh approach to technology where advice practices have real choice and freedom to partner with service providers they choose in an integrated environment," he said. Previously ...