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Showing 231 - 240 of 354 results for "Advice practices"

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... robo-advice, managed accounts and scaled advice as the top three technologies that will have the biggest impact on advice practices in the next five years. "I've got a real issue with this. This was done at the start of the year and these three trends ...

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
Professional athletes represent a significant business opportunity for financial advice practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do ...

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... The AFA 2017 National Adviser Conference will hear from four industry experts about integrating fees into risk advice practices on Friday. Speaking at the session is AMP national development manager - wealth protection, Melinda Fox. She says as the Life ...

Technology will shape financial services

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... said this is the future of customer experience and it will soon trickle down into dealer groups and individual advice practices. Riddell also highlighted how longer life expectancies are challenging a world that wasn't designed to cater for people living ...

Lazy LIF planning means advice businesses at risk

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... definite shift towards hybrid commissions arrangements since the LIF changes were legislated last year, many advice practices still have a preference for up-fronts, and in this context we would have expected to see a greater understanding of the impending ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
... professional advice firms are continuing to resist change, there is another group of accounting and financial advice practices eager to explore fresh ideas and new solutions to streamline processes. Two years ago, the mention of outsourcing to a public ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
There are advice practices which will need to set a 'no exceptions policy' when switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial ...

Artificial intelligence provides adviser advantage

DARREN SNYDER  |  TUESDAY, 15 AUG 2017
... Artificial intelligence is reshaping wealth management and a digital infrastructure specialist believes financial advice practices will greatly benefit from implementing AI in the workplace. Dimension Data believes artificial intelligence is not just ...

Blended models are the future of advice: HUB24

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2017
... "In a quintessentially human-facing industry, technology can improve outcomes for both clients and financial advice practices. What it cannot do is engage in real conversations about client's lives, their health, their family and, of course, their hopes ...