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Showing 261 - 270 of 363 results for "Advice practices"

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
Fitzpatricks Private Wealth is continuing its expansion with the addition of two Melbourne advice practices. Chronos Private and Marasea Partners have aligned with Fitzpatricks, following a line of firms to come under its licence in the past 12 months. ...

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
... ASSIRT. Explaining his new role, Corben said: "The Ignition Wealth XPLAN support and consultancy service will help advice practices and financial services providers to get robo-ready without need to change the way they do business today." Ignition Wealth ...

Centrepoint driving adviser efficiencies

DARREN SNYDER  |  FRIDAY, 16 DEC 2016
... effectively serve the needs of their clients, meet compliance obligations and stay profitable today, individual advice practices need to harness the power of technology and the scale and expertise of other specialist organisations," Machovsky said. "We've ...

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
... beating," Johns said. Johns, of Align Financial, also highlighted the ineffectiveness of ASIC in dealing with advice practices falsely claiming to be independent, saying that a negligible fine was an interesting trade-off compared to the likely benefits ...

Advice practices pass health check

DARREN SNYDER  |  WEDNESDAY, 14 DEC 2016
... several findings from a joint report released by Zurich and the Beddoes Institute, which goes on to say more advice practices are now rated as 'strong' when measured across business pillars such as infrastructure and operations, human resources, client ...

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
... and drivers will not only be essential for providing holistic advice but will also open new service avenues for advice practices. Global Impact Initiative chief executive, Giles Gunesekera, says a database such as the Global Impact Investing Network ...

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... advice and technical competence. Head of wealth at Partners Wealth Group George Hluchaniuk spoke to a number of advice practices who believe tertiary based education courses are not equipping new employees with the practical skills and knowledge needed ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... of the issues vertically integrated product manufacturing has moving forward. It bolsters the case for those advice practices who believe in the separation of advice from product and puts the spotlight on the need for each to be profitable in their own ...

Securitor names adviser of the year

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
... year milestone in the financial advice industry, celebrating 30 years of partnering with Australia's leading advice practices. The milestone was celebrated at the company's annual conference, Convention16, in Perth. "We are one of the longest standing ...

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 ...