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Showing 11 - 20 of 31 results for "Business Health"

Advice practices need succession plan: Research

DARREN SNYDER  |  MONDAY, 1 MAY 2017
... any long-term strategic plans to capitalise on expected industry growth. A report published by knowITdigital and Business Health shows one-third of advice practices have a long-term business plan and even less (30%) have any documented succession plan. ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... The FPA Professional Practice of the Year will also receive a $10,000 business consultancy package donated by Business Health. Shortlist for the 2016 awards: FPA Certified Financial Planner Professional of the Year Award William Johns, Health & Finance ...

Succession planning major issue for advisers

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
... amount of financial advice practices have no effective succession plan in place, according to the Rubik Wealth/Business Health Future Ready VI report. The report aims to comprehensively analyse the health of Australian financial advice. Its results are ...

AFA names Rising Star finalists

LAURA MILLAN  |  THURSDAY, 19 SEP 2013
... chief executive Brad Fox said. This year's judging panel includes Fox, 2005 AFA Rising Star Winner Esther Althaus, Business Health partner Terry Bell, ANZ national strategic account manager Daniel Waller and ANZ head of Sales, Advice and Distribution ...

BDMs facing major changes without industry support

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
... manufacturers. "They are going through the same evolution than advisers, but there's less of a focus for them," Business Health partner Terry Bell said. The BDM research by Business Health shows that BDMs are working on average 52.5 hours a week and ...

Advice practice profitability drops by 50%: survey

LAURA MILLAN  |  THURSDAY, 18 APR 2013
... practices have been increased costs and the fact that many have not done enough to comply with new regulation, Business Health partner Rod Bertino said. "The things that drive revenue have been let go, and we have seen an emergence of not-so-healthy ...

Adviser-client communication directly linked to profits: survey

LAURA MILLAN  |  WEDNESDAY, 13 MAR 2013
... the practices' profitability, research shows. According to the "New frontiers: the age of consumers" report by Business Health, advice practices that contact their clients five to ten times a year significantly increase their profitability by 174% more ...

Half of adviser practices in poor health: Securitor

MARK SMITH  |  WEDNESDAY, 9 JAN 2013
... report. The Future Ready V whitepaper provides an analysis of what is best practice in the advice industry based on Business Health's HealthCheck data warehouse, which contains information on more than 2,000 Australian advisory practices. It adjudges ...

Niche and insto licensees to rule by 2020

ELISE BURGESS  |  TUESDAY, 25 OCT 2011
... insitutionals currently and many advisers are moving into their own retirement." Meanwhile, Tony Stephens, principal at Business Health, said there will be a variety of advice channels that will develop beyond scaled and holistic advice, which will also ...

AFA announces Rising Star nominees

ELISE BURGESS  |  WEDNESDAY, 13 OCT 2010
... former Rising Star award winner Esther Althaus (Perspective Financial Services) alongside Klipin, Terry Bell (Business Health), Gerard Kerr and Daniel Waller (both from ING Australia). This year the AFA created a website which allows advisers to nominate ...