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Showing 281 - 290 of 354 results for "Advice practices"

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
... group with more than 100 advisers and about $3.4 billion in funds under advice. Fortnum Financial Group's 34 advice practices will gain access to HUB24's white label platform, which include both superannuation and investor directed portfolio services ...

PractiFI expands with $1.3m seed funding

ALEX BURKE  |  MONDAY, 14 SEP 2015
... PractiFI platform is aimed at integrating CRM, registry, policy administration, and telephony systems for financial advice practices. After announcing that several AMP practices had adopted the software, it added Omnium insurance research tool OmniLife ...

FSC, FPA support ASIC user-pay model

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
... financial planning businesses." To illustrate, he pointed to the consultation paper estimating that small financial advice practices would pay over $6,000 annually in addition to the proposed $11,000 Australian financial services licence application ...

Australian Unity acquires four practices

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
Australian Unity Personal Financial Services has acquired four new advice practices. This brings the total number of financial planning practices under the Australian Unity licence to 101, and the total number of advisers to 183. Although the four new ...

Centrepoint in talks to build ex-insto advice network

ALEX BURKE  |  TUESDAY, 11 AUG 2015
More advice practices are looking to depart institutionally-aligned dealer groups and join independent licensees, according to Centrepoint Alliance. As Centrepoint managing director John de Zwart put it in a statement, "The days of adviser practices ...

Apogee partners with CoreData to improve client experience

ALEX BURKE  |  THURSDAY, 6 AUG 2015
... licensee Apogee Financial Planning has partnered with CoreData to survey client experience across all of its advice practices, new general manager Brendan Johnson said. Speaking to Financial Standard, Johnson explained that working with CoreData will ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... principal Andrew Waddell said migration tends to be "cyclical" and noted that despite recent news, the majority of advice practices remain institutionally aligned. "Businesses do not operate independently of the needs of their owners, and at different ...

Advisers should beware industry "frenemies"

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
... clients surveyed for the white paper even had a mobile-optimised website. "And we were working with the top 20% of advice practices in the country," he added. The message of the Connected Convenience paper was clear - that advice clients across the board ...

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
... PractiFI. PractiFI aims to integrate CRM, registry, policy administration, and telephony systems for financial advice practices and recently added Omnium insurance research tool OmniLife to its suite of services. Speaking about OmniLife, PractiFI chief ...

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
... add real value to the lives of clients, and support wealth creation in a way that also makes for sustainable advice practices in the future," Fuchs said. AFA chief executive, Brad Fox, emphasised the importance of bringing finology to the forefront of ...