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Showing 191 - 200 of 363 results for "Advice practices"

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... appointed a compliance and governance expert to the position. The group also announced the sale of one of its advice practices. Amanda Noble, who has been IOOF's acting chief risk officer since May 2019, will take on the role in a permanent capacity ...

Radar Results hires Queensland manager

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2019
... Services for seven years. Latest Radar Results insights show the valuation gap between high-quality financial advice practices and conventional businesses has moved from 0.5 times recurring revenue to 1.5 times recurring revenue. In the past, the gap ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... from product. Xplore said the decision will enable it to focus on a strategic vision of supporting high quality advice practices with its platform solutions. "Xplore Wealth was pleased to support Rob establishing his business, and we're proud to see ...

AMP bolsters managed portfolio offering

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
... Zenith Investment Partners and Quilla Consulting to the managed portfolio range on MyNorth, and will partner with advice practices to create dedicated partnered managed portfolios, ensuring firms can access portfolios tailored to their preferred strategies. ...

Self-licensing trend boosts ClearView offering

ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
... ClearView's LaVista Licensee Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial ...

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 ...