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Showing 361 - 370 of 829 results for "Advice Business"

New chief executive at Evans Dixon

KANIKA SOOD  |  MONDAY, 8 JUL 2019
... staff and shareholder." Evans Dixon has about 9000 clients and $20 billion funds under management in its wealth advice business, $6.7 billion in funds under management in its funds management business, and it works with institutions on corporate advisory ...

Scaled advice tools on the rise

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
Close to 50% of financial advice firms plan to adopt scaled advice technology within the next two years. This is a key finding of the latest AdviceTech report from Netwealth, examining 330 advice firms. According to the report, 47.3% of the firms examined ...

AMP bolsters managed portfolio offering

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
... high-quality, in-demand portfolios that represent great value for clients, while our partnership with leading advice business, the Weinberg Private Group, has launched our Partnered Managed Portfolios offer," Finch said. "Shifting adviser business models ...

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
Clime Investment Management is looking to hire more financial advisers, expand its investment offering and potentially acquire advice books as it builds out its private wealth business. The 23-year-old firm managed $887 million at March end. It has ...

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... becoming a simpler, better bank, we are currently reviewing a number of options for CommSec's retail financial advice business, CommSec Advisory, including a possible sale. As this process is incomplete, it would be inappropriate for us to comment ...

Advisers not prepared for exam: AFA

ELIZABETH MCARTHUR  |  THURSDAY, 6 JUN 2019
Association of Financial Advisers general manager of policy and professionalism Phil Anderson has labelled the 600 advisers sitting the first exam as "brave", fearing they are underprepared. Anderson believes the advisers taking the exam in the first ...

Cashwerkz, Praemium ink deal

HARRISON WORLEY  |  WEDNESDAY, 5 JUN 2019
Financial advisers using Praemium's integrated managed accounts offering can now access the Cashwerkz platform. The two firms have entered a "data feed partnership" that will allow advisers using Praemium to access Cashwerkz's marketplace offering from ...

The case for tax deductible advice

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
A growing community of like-minded financial advisers is adding its voice to calls for advice to be deemed tax deductible, as advice businesses grapple with the pressures of increased education standards and the Royal Commission. XY Adviser, along with ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
No longer the domain of institutional investors, factor investing has become ubiquitous in financial advisers' investment strategies - and many do not recognise its influence. Main Street Financial Solutions principal and private client adviser Charles ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
New research released by CountPlus shows that Australia's advice and accounting sectors will rapidly converge in the post-Hayne world. The CountPlus whitepaper argues that a new space defined by professionalism and quality advice outcomes is rapidly ...