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Showing 221 - 230 of 355 results for "Advice practices"

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
A new partnership will provide financial advice practices with access to a cost-effective, "off the shelf" outsourcing solution to ease back-office pressures. DBA Advisory and financial planning software provider FinPal have joined forces to improve ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... to help up-skill advisers in line with proposed education reforms. "We are looking to attract highly skilled advice practices who want nothing but the best in terms of support, compliance and innovative solutions to help them create real value during ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... perfectly to expand Milliman's services," Matterson said. He added Milliman is seeing growing interest from financial advice practices seeking to deliver superior client outcomes in the current environment. Likewise, Whelan said he is looking forward ...

Netwealth doubles managed account FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
... compliance driven documentation continues to be a major pain point for the advice industry and the fintech could save advice practices substantial time, effort and expense. "What really excites me about Nod and their ability to rapidly produce advice ...

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
... Managed Accounts Holdings (MGP) has partnered with an Australian fintech to offer money management solutions to advice practices using its platform. The partnership with Moneysoft will provide advisers working with MGP's platform preferential pricing ...

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
... financial wellness is beginning to drown traditional advice models and a new platform is looking to help save advice practices in need of futureproofing. Your Financial Wellness is an online client engagement platform designed to bridge the gap between ...

Small advice firms face big data breach penalties

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
Small financial advice practices that breach new cybersecurity laws coming into effect next month can face penalties of up to $1.8 million. The stark warning comes from the Australian Small Business and Family Enterprise Ombudsman, which is urging small ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... rolling out a series of enhancements to its life insurance platform with the aim of increasing efficiencies in advice practices. The company's Adviser Quote Underwritinmg and Apply (AQUA) platform now includes integrated electronic quote and application ...

Eaton Vance subsidiary appoints COO

ALEX BURKE  |  TUESDAY, 9 JAN 2018
... launch of Morningstar's program to better prepare financial advisers for incorporating sustainable investing into advice practices, along with Merrill Lynch and Northern Trust Asset Management's FlexShares Exchange Traded Funds. In collaboration with ...

Elders adds 22nd advice business

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2017
... Brenden Maclean, has joined the dealer group which has "successfully built a truly differentiated offering to advice practices across Australia", head of Elders Tony Beaven said. "We are delighted to welcome Brenden Maclean from Albury Financial Planning ...