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Showing 211 - 220 of 355 results for "Advice practices"

$900bn of wealth soon up for grabs: Research

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
... major banks at 270% of the historical rate so far this year. Adviser Ratings added that pressure would mount on advice practices to alter their business model in the event of an adviser exodus coinciding with an ageing client demographic. "With the large ...

Zenith hires former asset management chief

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
... Ryan. Together they will focus on building Zenith's managed account and investment research business to financial advice practices nationally. Parr's experience spans both funds management and investment research. He was previously chief executive and ...

ROYAL COMMISSION: Our top stories

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... representatives within three of its aligned dealer groups. Week two of the Royal Commission tasked with scrutinising advice practices has exposed ANZ's difficulty in aligning its systems, processes and procedures across ANZ Financial Planning (AFP) and ...

Elders appoints four advisers

KANIKA SOOD  |  THURSDAY, 26 APR 2018
... Beaven lauded the geographic spread of the new advisers. "We are proud of our ability to attract highly skilled advice practices who want the best in terms of support, compliance and innovative solutions to help them create real value during this period ...

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
... representatives within three of its aligned dealer groups. Week two of the Royal Commission tasked with scrutinising advice practices has exposed ANZ's difficulty in aligning its systems, processes and procedures across ANZ Financial Planning (AFP) and ...

Aged care becomes critical for advisers

DARREN SNYDER  |  TUESDAY, 17 APR 2018
Financial advice practices are waking to the idea that specialist aged and disability care advisers will become necessary for any planning business to thrive in coming decades. Mentor Education founder and director Mark Sinclair said the advice industry ...

Alternative finance the option for millennials

DARREN SNYDER  |  MONDAY, 16 APR 2018
... commercial sector nearly all lending is to small-to-medium enterprises (SMEs), which would include financial advice practices. Cutter said there's a broad demand for alternative finance across industries, although retail and accommodation services seem ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... FirstWrap last month, free from brokerage fees for direct equities SMAs. "This is a game changer for advisers and advice practices," CFS general manager distribution Peter Chun said. "Throughout 2018 we will continue our commitment to provide a broad ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... advisers to participate in the development of software targeted at providing better outcomes to consumers and advice practices impacted by the incoming legislative reforms around limited managed discretionary accounts. For the independent and non-aligned ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
Financial advice practices that outsource certain back-office functions save up to 60% in operational costs and are dedicating more time to clients. This is according to Virtual Business Partners (VBR) chief executive David Carney, who said advice firms ...