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

Search Results

Showing 181 - 190 of 829 results for "Advice Business"

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
... intend to continue doing so. The study found that while the current average annual spend on technology for an advice business is $146,000, business owners intend to increase this to $216,000 - a jump of $70,000. "It's assuring to see advisers' rising ...

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
... continued to be some shifts in the self-employed channel as Insignia Financial progresses the sustainability of the Advice business, with a number of practices opting to sell their client books or transition to a self-licensed model." It further reported ...

Former adviser charged over faked books

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
... Financial Planning falsified company books on seven different occasions while carrying out his financial planning and advice business, Financial Wealth Advisers. During this time, Nguyen was licensed by GWM Adviser Services and Interprac Financial Planning. ...

AZ NGA firms merge for growth

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
Henderson Matusch Group and Logiro are set to merge to gain scale and better position them for future acquisitions. The two Brisbane-based firms have announced a non-cash merger to create a multi-disciplinary firm. In total the merged entity will have ...

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
... strategic value. In support of this, Centrepoint noted its extensive adviser network, acquisition of ClearView's advice business and growth in a time when other licensees have shrunk. "Industry consolidation is a key theme that Centrepoint has pursued ...

How AMP plans to bounce back

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... will work to expand its relationship with independent financial advisers to grow the platform. However, AMP's advice business has been running at a loss in recent years and is projected to do so again this year, she said. In its recent update, AMP ...

Foresters appoints chief risk officer

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... compliance functions, as well as overseeing an in-house administration and call centre operation, a financial advice business, and a commercial lending business." She added that the chief risk officer position "is a pivotal one that plays a critical ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... which is its first investment outside of the US. "Koda has successfully established a high-quality independent advice business in the large and growing wealth market in Australia - a market that we see as very attractive," he said. "Our minority investments ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
The former MLC and Perpetual chief executive will take over as chair of the platform later this year, in an announcement that also confirmed the company's chief executive. DASH Technology Group has named Lloyd as chair, effective September, citing his ...

Practifi expands its Australian footprint

CHLOE WALKER  |  FRIDAY, 29 APR 2022
The Australian financial advice technology firm has announced plans to expand further into the local market following great success in the US. Since completing its $24 million 'Series B' investment led by US based venture capital firm Updata Partners ...