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Showing 311 - 320 of 354 results for "Advice practices"

AFA to recognise best adviser and best practice

LAURA MILLAN  |  THURSDAY, 5 JUN 2014
... seen in recent years is the growth in new business models, with the principals of many successful and innovative advice practices no longer being client facing advisers themselves," he said. Fox explained that "practice consolidation has seen an increase ...

IOOF adapts distribution team for post-FoFA world

LAURA MILLAN  |  FRIDAY, 7 FEB 2014
... The company will be focusing on creating "more specialised offerings to cater for both smaller self-licensed advice practices, as well as larger corporatised independent dealers," IOOF general manager of Distribution Renato Mota said. "Significant growth ...

FPA-Cbus referral deal makes promising start

JAMES FERNYHOUGH  |  THURSDAY, 16 JAN 2014
... run for six months in Queensland, South Australia, the Northern Territory and Tasmania. Rantall said so far 24 advice practices have come on board, "which is certainly above where we need to be for a successful pilot." He said the majority of members ...

FoFA boosts advice business valuation

LAURA MILLAN  |  THURSDAY, 21 NOV 2013
... remained steady since FoFA was introduced and can vary from 4 times to 6.5 times, depending on the practice." Advice practices are increasingly "chopping up their books," especially in the case of large businesses that can't be sold easily. "Instead ...

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... Connecting with Clients reports on the communication preferences of a total of 530 clients of leading financial advice practices who participated in the Client Experience Survey (the Survey). The survey was conducted by the Beddoes Institute, with support ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... management and research. AdviceOS has transitioned from a beta testing phase into a full release after over 300 advice practices tested the program since June 2013. The Investment Trends May 2013 Planner Technology Report found that Midwinter's software ...

Guardian Advice benefits from planner "flight to security"

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... Guardian's growth there. He will be developing the group's expansion plan in Queensland and focusing on attracting new advice practices as well as coaching and supervising authorised representatives. Harris forecasted further growth in adviser numbers ...

Accounting and advice practices likely to increase mergers

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... under a limited licence are likely to increase the appetite for mergers and acquisitions between accounting and advice practices. "The accounting industry's foray into the planning industry is really only just starting," Radar Results principal John ...

Investor confidence drives advice growth

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... looking for advice. An Investor Trends Planner Business Model Report for May 2013 found that new client inflows to advice practices increased by 22% in the 12 months to May 2013. The return of investor confidence is seen as the main driver of this new ...

Wealth Plus Solutions joins AMP's Genesys network

JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
Financial planning business Wealth Plus Solutions and three other advice practices have joined AMPs adviser dealer group, Genesys Wealth Advisers. The other three practices are Rancie McLean, Frontier Financial Group and Palmer Financial, all of which ...