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Showing 181 - 190 of 348 results for "Advice practices"

Risk commission changes imperil advice practices

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2019
... 12 months. The 2019 Adviser Experience Survey found the changes will threaten the commercial viability of many advice practices, as over 98% are reliant on life insurance commissions. Fewer than 2% are currently charging a fee for service. ClearView ...

New AI innovation for Praemium

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
... Pointon said: "With client expectations and pressure on the advice industry at an all-time high, the ability for advice practices to demonstrate and deliver client value is critical." "Our unique technology equips advisers with a scalable way to identify ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... management boutique has appointed a portfolio manager from Investors Mutual, as it sees increased demand from advice practices for equities income solutions. Tomas Vasquez is joining Vertium Asset Management as a portfolio manager and equity analyst. ...

Dealer group acquires bank advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
... The buyer is Business & Wealth Advisors, one of Geelong's largest locally-owned accounting and financial advice practices. The sale is expected to be effective from 1 July 2019. Neither transaction is expected to have a material impact on the bank's ...

In a nutshell: Federal Budget 2019

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2019
... actuarial certificate when using the proportionate method has also been removed. Small businesses such as financial advice practices and accounting firms will see taxes cut to 25%, as well as increased access to finance via a new $2 billion fund. The ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... expenses in relation to the matter. The CRC has asked Brown to submit details of the steps he will take to improve advice practices and systems. If the reported improvements are not satisfactory, he is to undertake further training and education. Separately ...

Perfect storm smashes AMP

HARRISON WORLEY  |  THURSDAY, 14 FEB 2019
... outlook, my outlook will be that we will be able to really partner with our larger and more professionally run advice practices in our network, and they will tend to consolidate some of the fringes." De Ferrari said more Australians would access AMP's ...

Morningstar distribution executive joins fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... on the independent financial adviser market. The firm is currently working with 10 dealer groups and about 50 advice practices, he said. Milford is also in the process of having its Australian Absolute Return Growth Fund added to several platforms, including ...

Pacific Current Group expands US investment

HARRISON WORLEY  |  THURSDAY, 24 JAN 2019
... to improve the lives of the financial advisers it supports by providing the tools and support needed for their advice practices. As a "hybrid RIA platform", IFP provides middle office services to advisers, but is preparing to launch its own broker-dealer ...

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... whitepaper takes what the industry knows anecdotally about how managed accounts are supporting the evolution of advice practices and delivered data and insights into it. "The whitepaper shows that advisers who use managed accounts are reporting reduced ...