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Showing 271 - 280 of 354 results for "Advice practices"

National dealer group adds two advice firms

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
... network. "This is the first in a number of exciting announcements planned for the company linking up quality advice practices with our extensive referral sources across the wider Elders Group," Beaven said.

Risk management firm joins Bombora network

ALEX BURKE  |  MONDAY, 16 MAY 2016
... specialisation and mutually beneficial commercial alliances. "These will be the keys to business success for professional advice practices in the future." Bombora managing director Wayne Handley said he was "especially pleased" that Anthem had joined ...

AFA heralds adaptability

KERRIE SYDEE  |  WEDNESDAY, 11 MAY 2016
... business summit (the Leaders Forum Business Summit), which took 15 invited delegates from the country's leading advice practices through a six-part facilitated think tank to distil the macro and micro challenges facing financial advice businesses. AFA ...

Zurich launches education curriculum

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... practitioner wanting to get best practice insights from their elite peers," said Brooks. "It can help advisers and advice practices comply with proposed new educational standards, as well as more broadly helping lift the level of skills and knowledge ...

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
... Overall, nine financial advisers took out the four national and 10 state adviser awards, with eight financial advice practices taking out the five national and 10 state practice awards. Of these, the Securitor Financial Group network of practices and ...

Zurich to promote advice profession through Grad Mentor

ALEX BURKE  |  THURSDAY, 3 MAR 2016
... Australia." The partnership will involve Zurich hosting "speed-networking" events for young graduates and established advice practices, as well as introducing further professional development pathways for the profession. "At a time when education standards ...

Advice beats direct insurance for Aussie consumers

ALEX BURKE  |  MONDAY, 14 DEC 2015
... way you provide your service, you can use the power of the internet to help grow your business." He added, "As advice practices wind down for the holiday season there's an opportunity for a period of reflection and some time to work on the business plan ...

FIIG launches adviser services

ALEX BURKE  |  MONDAY, 7 DEC 2015
... adviser-specific technology to assist with the implementation and ongoing management of fixed income investments in advice practices. Explaining the new division (and describing it as a "plug-in service"), FIIG head of intermediary sales Grant McCorquodale ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
Mergers and acquisitions of advice practices are happening at an unprecedented level due to excellent market conditions, according to Forte Asset Management director Steven Prendeville. Speaking at a panel session of the FPA Congress titled 'How to ...

Managed accounts usage to grow 38%

LAURA MILLAN  |  FRIDAY, 30 OCT 2015
The number of independent financial advice practices using managed accounts is set to grow by over 38% over the quarter, Managed Accounts Holdings (MGP) said. The managed accounts provider said that an additional 10 boutique licensees are in the process ...