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Showing 161 - 170 of 334 results for "Advice firms"

Implemented Portfolios adds to board

KARREN VERGARA  |  THURSDAY, 19 NOV 2020
... Advisers, where he was vice president and portfolio manager. Garth currently sits on the investment committee of advice firms Warr Hunt and Sherrin Partners. He was on the faculty of the University of New South Wales, teaching and researching quantitative ...

CountPlus to continue acquisition spree

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... long-term dynamics of our market - coupled with our resolve to become the leading network of professional accounting and advice firms in Australia - is resolute." CountPlus reported $27 million in gross cash as well as a $25 million debt facility to ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
The use of technology will be crucial to the sustainability of advice firms, new research shows. The Financial Planning Association's (FPA) recent survey undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe ...

Centrepoint hires recruitment lead

KARREN VERGARA  |  WEDNESDAY, 21 OCT 2020
... welcome Charles to the Centrepoint Alliance team." Cullen added that Centrepoint is receiving a lot of interest from advice firms that want to explore their licensing options, and Smith brings the knowledge and experience required to assist businesses ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... left MLC-owned GWM Adviser Services not long after the IOOF takeover. "We are seeing a second wave of movements as advice firms either review their initial decision or take the first steps towards finding a new licensee to call home," Cullen said. In ...

Sweeping tax cuts announced

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
... activities will also be exempt from FBT. As indicated earlier this week, small to medium businesses like financial advice firms will be able to access up to 10 tax concessions as the aggregated annual turnover threshold has lifted to $50 million from ...

Ratings deteriorate at AMP

ALLY SELBY  |  FRIDAY, 2 OCT 2020
... non-performing loans ratio of2.88%; "high relative to peers" reflecting the impairment of finance loans granted to aligned advice firms. "However, positively for its stand-alone credit profile, AMP Bank has an indemnity from AMP Group for losses arising ...

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
Dynamic Asset Consulting (DAC) has warned that financial advisers are putting their businesses and their clients at serious risk by implementing traditional strategic asset allocation (SAA) portfolios. DAC portfolio manager Jerome Lander said most Australian ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... advisers. Aberdeen Standard Investments head of wholesale sales Con Koromilas said ASI's SMA service also supports advice firms to reduce the cost, complexity and compliance burdens in efficiently servicing clients. "After a decade of structural change ...

Count Financial adds member firm

ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
... advice officer Andrew Kennedy said having the firm join was a boost for the licensee which continues to target quality advice firms to join its network. "We look forward to having a successful long-term partnership with them and helping them to continue ...