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Showing 11 - 20 of 347 results for "Advice practices"

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... for Vesta; our goal is to encourage them to find a job within our network," Cullen said. "That's so that our advice practices are recruiting someone that can produce revenue from day one, rather than having to fund the cost of putting them through their ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... set in investing and the passing on of wealth from Australia's ageing population." "Acquisition of existing advice practices also remains a key focus, and Adam brings years of experience in identifying and integrating smaller firms into larger, more ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... he will drive Morningstar's distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. His most recent role was head of intermediary distribution at Antipodes Group. Previously, he held ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... deliver these outcomes, and I look forward to deploying our growing institutional-grade capabilities to help advice practices take full advantage of the conducive environment for financial advice in Australia."

Advice sector looks to offshore talent to bridge skills gap

KARREN VERGARA  |  THURSDAY, 20 NOV 2025
... they're actually contributing to the conversation like other team members." Cornelissen also pointed out that some advice practices are investing in offshore talent, with team members successfully moving into practice management roles of the advice ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... technology solutions and leverages AI-powered natural language prompting to "address the productivity challenges for advice practices", HUB24 said. As part of the investment from HUB24, Finura has separated its advisory business into Finura Services ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... including the misconception of time spent in non-advice operations and providers' inefficiencies. Currently, advice practices estimate that they are only spending 45% of their time on non-advice operations, including time spent on implementation, compliance ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... incorporating artificial intelligence (AI) features into the offering, which Maloney believes will be a "game changer for advice practices." "North has rolled out an AI file note, which records the client conversation between and adviser and the client ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... platform, MLC Expand, is rolling out a slew of artificial intelligence (AI) automation tools that it says could save advice practices hundreds of hours per month. Over the coming months, MLC Expand is launching automation features to populate a range ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
... systems, using interactive visuals and client-specific data insights. Other features include the ability for advice practices to add market commentary, tailor templates, use their preferred wording for asset classes and categories, and customise reports ...