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Showing 241 - 250 of 354 results for "Advice practices"

Retirement advice will take hit from education reform

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... requirement for academic qualifications is a 'line in the sand' and their cue to turn their backs on a career and advice practices that have many more productive years ahead." Sinclair encouraged planners to consider the benefits they stand to gain ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... financial services industry body to better prepare financial advisers for incorporating sustainable investing into advice practices. Collaborating with the US-based Money Management Institute, the program focuses on the incorporation of ESG factors into ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
... Plummer. Kamino will provide vulnerability assessments, penetration testing and ongoing monitoring of accounting for advice practices and licensees to measure the strengths and weaknesses in their systems. Through the new service, Midwinter aims to help ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Financial advice practices will be able to equip staff with greater knowledge and understanding around identifying and preventing elder financial abuse through a selection of new education and training materials. Protecting Seniors Wealth has launched ...

Last chance to have your say: Financial Standard weekly spot poll

DARREN SNYDER  |  FRIDAY, 2 JUN 2017
... far 12% have said fees will be under review. Last month, knowITdigital's Future Ready VII report showed 71% of advice practices were collecting at least half their revenue from fees, not commissions. For the first time in the report's 14-year history ...

New national manager for IOOF Alliances

JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017
... specialist team to deliver the necessary services and support to maintain IOOF's standing as a trusted partner to advice practices.

Research exposes adviser pricing models

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2017
... implications of charging different types of fees such as engagement and ongoing fees based on a survey of 320 advice practices. Managing director Sue Viskovic said: "Whilst pricing is often talked about, the intricate detail of how advisers charge for ...

What the 2017 Budget means for you

DARREN SNYDER  |  TUESDAY, 9 MAY 2017
... superannuation fund from the proceeds of the sale of their principal home. Small businesses, including financial advice practices and other service providers with a turnover up to $10 million will continue to be able to immediately write off expenditure ...

Advice practices need succession plan: Research

DARREN SNYDER  |  MONDAY, 1 MAY 2017
Financial advice practices remain bullish on business outlook but few hold any long-term strategic plans to capitalise on expected industry growth. A report published by knowITdigital and Business Health shows one-third of advice practices have a long-term ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
Financial advisers must rethink value propositions and condense client books to achieve sustainable growth as traditional advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView ...