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Showing 261 - 270 of 354 results for "Advice practices"

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
... Practice of the Year Award, which is also a joint AFA/Zurich initiative, is the foremost award for financial advice practices. The AFA said Johns' distinguishing factor in winning the AFA Adviser of the Year was the combination of his exceptional client ...

Advisers must know more than client history

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... charities including Black Dog Institute, Women's Housing and MS Research Australia. Sarah-Le Lacheur said successful advice practices are getting to know the whole client and not just their financial lives. "Part of the value of the AFA Foundation is ...

AMP launches new advice business

ALEX BURKE  |  WEDNESDAY, 5 OCT 2016
... Advice, through which goals frame every aspect of the advice process," Caprioli said. There are currently 11 AMP Advice practices in operation; the group expects another 20 or 30 before the end of 2016. Of the current 11, five are former ipac practic ...

Report outlines impact of MDA operation reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
... advice (RoA) for every portfolio change." As a result, MGP says the most effective and practical solution for advice practices is to partner with an MDA operator offering a retail super solution. "Our goal is to partner with leading advisory firms to ...

Sentry Group partners for back office solution

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
... profitably and the provision of the very highest standards of compliant financial advice and client service. "Advice practices and licensees must transform their operational models to reflect the post FoFA LIF era that requires consumer/client best interests ...

IOOF advice nets $1.3bn in FY16

ALEX BURKE  |  WEDNESDAY, 27 JUL 2016
... consultant Dean Lombardo to lead the business, which will provide front and back-office training and coaching for advice practices. Commenting on the launch, IOOF group general manager - wealth management Renato Mota said: "As one of Australia's leading ...

Collaboration key to surviving change

KERRIE SYDEE  |  TUESDAY, 19 JUL 2016
Shared knowledge, experimentation and collaboration will be critical for financial advice practices looking to survive the rapidly changing industry, according to Association of Financial Advisers (AFA) chief executive Brad Fox. Speaking at the Sydney ...

Elders adds fifth practice

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
... broader Elders group we have on-boarded five practices over the last few months and had a number of enquiries from advice practices in regional and metropolitan areas across Australia."

Elders transformation brings new light to the group

KERRIE SYDEE  |  MONDAY, 11 JUL 2016
... the first time we're actually connecting advisers with the business. We've got a unique dealer offering for any advice practices that are out there in the market place." The transformation also saw Elders embracing digital technology, with the group ...

ClearView appoints three new BDMs

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
... financial services industry for 15 years, bringing with him extensive sales experience and experience working in advice practices and practice development. Dowling has more than 16 years' experience in the financial services industry, having held positions ...