Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 171 - 180 of 363 results for "Advice practices"

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 ...

Mortgage Choice Financial Planning rebrands

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
... demonstrates our continued commitment to financial advice and is part of our strategy to drive growth in our advice practices and deliver advice to more Australians." FinChoice chief advice officer Dean Thomas said the rebrand will help cement the distinct ...

Few redundancies but pay cuts abound: Recruiter

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... small boutiques and independent financial advice firms, however, the pay cuts have been minimal. "We've had a few advice practices call saying they actually need to bulk up their support staff," Gordon said. He suggested market volatility and financial ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
... their business online. De Gori said the new tool would help secure the sustainability of the country's financial advice practices. "In the evolving nature of our profession, this sort of technology and innovation will further elevate the services we ...

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... practice or hiring accountants to build the unit. At the same time, Stanford Brown has also kept an eye out for advice practices up for sale, and in December announced the acquisition of one such firm from Godfrey Penbroke. World Square Financial Services ...

AMPFPA action progresses, associations merge

JAMIE WILLIAMSON  |  WEDNESDAY, 12 FEB 2020
... voice is needed when speaking to government." The Small Business Ombudsman asked AMP to mediate with up to 250 advice practices ahead of Christmas. At the end of January it again urged the institution to meet with advisers. This has progressed, with ...