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Showing 151 - 160 of 348 results for "Advice practices"

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 ...

Iress posts mixed half year results

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... in independent licensees and the demand in response to advice, compliance and data needs. Iress reported 400 advice practices migrated to its advice software offering Xplan in 2020. In addition, the company saw a strong demand for its superannuation ...

CBA ups remediation bill for advice

ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
... financial year ended 30 June 2020." The additional costs have brought the banks total remediation bill across its advice practices to $834 million, including $698 million in customer refunds and $136 million in program costs. The bank said the updated ...

IOOF increases FUMA, lifts remediation costs

ANNABELLE DICKSON  |  THURSDAY, 30 JUL 2020
... that recorded outflows of $853 million. The recorded outflows for the quarter are a result of off-boarding two advice practices from ex-ANZ advice licensees, resulting in $155 million in outflows. In addition, there were 12 sub-scale single adviser practices ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
... the IMA offering, seeing traction from advisers already on what he said will be an efficiency game changer for advice practices. "Licensees need to ensure they are doing as much as they can to enable advisers to act in their clients' best interests and ...

Managed accounts demand rises: Zenith

ELIZA BAVIN  |  TUESDAY, 23 JUN 2020
Zenith Investment Partners said demand for its managed accounts services grew amid the uncertainty and volatility in investment markets sparked by the COVID-19 pandemic. Zenith chief executive David Wright said it was not unexpected that advice firms ...

Platform prototypes compliance capability

ALLY SELBY  |  THURSDAY, 18 JUN 2020
... opposed to manually identifying errors or mistakes." The system searches for outliers in documents generated by advice practices (for example in SOAs or ROAs), he said, and tests risk-related indicators such as fee disclosure statements and investment ...

Challenger launches new retirement tool

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... can complement their super and the age pension. Murphy told Financial Standard Challenger hopes to work with advice practices to understand how they could work closer with advisers to incorporate the tool into discussions. With COVID-19 shaking financial ...

Clime courts Madison Financial Group

KANIKA SOOD  |  MONDAY, 11 MAY 2020
... Clime chief executive Rod Bristow said the firm was interested in acquiring other funds management businesses and advice practices. Clime already has a private wealth business which focuses on sophisticated or wholesale clients. The 24-year-old business ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... said the digital ROA template is one of the many initiatives that has been developed to drive efficiencies in advice practices and reduce the cost of advice. "This will be key to improving the overall advice experience," De Gori said. "The FPA understands ...