Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 301 - 310 of 354 results for "Advice practices"

FPA sets sights on lifting professional standards

MARK SMITH  |  FRIDAY, 16 JAN 2015
... most recently the PJC Inquiry have widely supported the measures we called for in the FPA 10 Point Plan. "While advice practices and education standards remain low, inconsistent and patchy, there will always be inconsistencies in the quality levels of ...

Australian Unity acquires Premium Wealth

ALEX BURKE  |  WEDNESDAY, 14 JAN 2015
... Together, Australian Unity and Premium Wealth hold roughly $6 billion in funds under advice with 106 financial advice practices.

Beddoes creates 10 Minute Business Planner

HARRY PAGE  |  THURSDAY, 11 DEC 2014
... planning. Director of Beddoes Dr. Adam Tucker said there are four pillars which support business planning and advice practices must excel at to be successful in 2015 and beyond. The four pillars are strategy and business management, marketing and clients ...

AdviserLogic appoints NSW sales manager

LAURA MILLAN  |  MONDAY, 24 NOV 2014
... the growth of the business in NSW and increasing the breadth of distribution via relationships with financial advice practices and licensees. Page was at AAP for over eight years and also spent a year as a general manager of the COIN software. She will ...

Genesys advisers looking at all options following wind up

LAURA MILLAN, JAMES FERNYHOUGH  |  WEDNESDAY, 19 NOV 2014
Advice practices licensed under AMP-owned Genesys Wealth are currently considering all options after the licensee announced yesterday that it would wind up. At the moment, 92 advice firms employing 188 advisers are licensed under Genesys, according ...

Countplus business acquires advice practices

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
Countplus financial planning group subsidiary Total Financial Solutions (TFS) has added two advice practices to its network and acquired a 49% interest in a third firm. A Sydney-based specialist personal insurance advice business will join TFS this ...

Client education initiative joins AdviceInnovation

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... managing director Robert Skinner says the Financial Knowledge Centre is robust, professional and fun, offering advice practices and clients access to over 800 pages of educational content. "Clients want access to information they trust where and when ...

HUB24 hits $1bn milestone amid rapid growth

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... on the same day that HUB24 has completed the acquisition of adviser group Paragem, which licenses 20 financial advice practices advising on more than $2.5 billion of client funds. "Paragem is now incredibly well positioned and equipped to be a landing ...

HUB24 acquires dealer group

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
HUB24 has acquired an independent dealer group with 20 financial advice practices across Australia and more than $2.5 billion in funds under advice. The Paragem buyout will be completed over the next few weeks and is subject to satisfaction of the acquisition ...

PROFILE: Australian Unity PFS CEO Steve Davis

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
... says that the merger will help strengthen Australian Unity's position in the accountancy space, as most Premium advice practices are embedded in accountancy firms. But this is not the first time that the two brothers have worked together. The sons of ...