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Showing 291 - 300 of 354 results for "Advice practices"

IRESS acquires boutique firm

LAURA MILLAN  |  THURSDAY, 4 JUN 2015
... acquiring a personal finance content provider. Innergi is an Australian-based business that enables financial advice practices and superannuation funds to provide their clients and members with timely and relevant content. Innergi managing director Robert ...

Remuneration has no bearing on advice quality

ALEX BURKE  |  TUESDAY, 2 JUN 2015
The head of Bombora Advice, which has just acquired two new financial advice practices, has defended commission based remuneration structures for risk advisers. Commenting on the recent inquiries into commission-based remuneration structures in the ...

Advisers and mortgage brokers joining forces

ALEX BURKE  |  TUESDAY, 26 MAY 2015
... has involved planning groups offering to buy out brokers' trail books. He noted that prior to this, Centrepoint advice practices traditionally used CLS to arrange lending referrals to external brokers. But now, he said, "Many advice practices are now ...

Advice not just compliance: Centrepoint

ALEX BURKE  |  FRIDAY, 15 MAY 2015
... sentiment for greater control over their investments and the need for a sense of "empowerment". "To achieve this, advice practices need to be structured around this objective so that advisers spend less time on administration and more time servicing ...

Fee-only risk advice doable, research shows

LAURA MILLAN  |  FRIDAY, 1 MAY 2015
... Elixir Consulting found. The third edition of the 'Adviser pricing models research report' found that 11% of 275 advice practices have completely removed insurance commissions and are writing premiums with zero kick-backs. At the same time, only 13% ...

Mercer becomes first FPA accredited salaried firm

LAURA MILLAN  |  MONDAY, 23 MAR 2015
Mercer advice practices have become the first salaried adviser firms to be accredited Professional Practices by the Financial Planning Association (FPA). The FPA's accreditation is designed to recognise high-calibre financial planning practices that ...

Affinia develops life insurance advice tool

ALEX BURKE  |  THURSDAY, 19 MAR 2015
... defines and unpacks what strategic life insurance advice is," said Affinia general manager Craig Parker. "Risk advice practices need to be built on the foundations of providing strategic advice, and our new framework, including the tool, provides the ...

Fiducian adds four advice practices to network

LAURA MILLAN  |  MONDAY, 16 MAR 2015
Fiducian Group has incorporated four financial planning businesses to its franchise network, with an aggregate of $81 million in funds under advice. Fiducian did not reveal the names or locations of the practices, but in a statement to the Australian ...

ClearView calls for life insurance industry crackdown

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... changes to adviser remuneration were inadvisable and would only serve to undermine the profitability of independent advice practices. "We believe there is an irrefutable case that the default position should be for an open architecture for APLs so that ...

Succession planning major issue for advisers

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
A significant 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. ...