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Showing 141 - 150 of 354 results for "Advice practices"

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
Interprac Securities is set to fully acquire two financial advice practices located in Melbourne and Hobart. Interprac Securities will acquire Hobart-based FF Planning Solutions and Melbourne-based SFG Financial Services (not to be confused with Shadforth) ...

AMP adds partnered portfolios to MyNorth

ANNABELLE DICKSON  |  TUESDAY, 25 MAY 2021
AMP has launched six new partnered managed portfolios (PMP) with advice practices, bringing the total range to 11. A total of eight practices have added the six PMPs, which each represent distinct investment offers. Four are managed by Zenith and Mercer. ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
Small business owners, like financial planners, are set to benefit from the 30% tax rate reducing to 25% from 1 July 2021. Federal treasurer Josh Frydenberg also announced last night that temporary full expensing has been extended until 30 June 2023. ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ...

Bellmont adds to distribution team

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... financial adviser at Wealthwise, also based in Perth, where he spent nearly 14 years. At Bellmont, he will assist advice practices transition to the firm's investment management solution. Bellmont director Peter Bell said: "It's really exciting to ...

Advisers to go forth with claims handling

ANNABELLE DICKSON  |  MONDAY, 26 APR 2021
... needs of small advice firms. "Whilst the regulation does not specifically refer to staff members of financial advice practices playing a role in claims handling, we were pleased to see that this was specifically referred to in the explanatory statement," ...

Risk advice most sought-after among Kiwis

KARREN VERGARA  |  THURSDAY, 15 APR 2021
... respectively. New Zealand has 10,736 financial advisers in total and 12,287 nominated representatives. There are 3004 advice practices, of which 1807 are approved licensees and 1197 authorised bodies. Over half of advice providers are based in Auckland ...

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 ...