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Showing 21 - 30 of 42 results for %22Connect Financial Service Brokers%22

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
... of their practice when the time calls for a successful exit and comfortable retirement. Tynan Connect Financial Service Brokers chief executive Paul Tynan said advice practice owners' profit margins are not only eroding, it has never been more challenging ...

Robo-adviser scores investment banking partnership

ALEX BURKE  |  WEDNESDAY, 30 AUG 2017
... trade execution, portfolio monitoring and rebalancing and other services, including a secure online messaging platform to connect with APP Securities brokers. "Embracing digital financial advice will allow us to provide our clients with the latest in ...

Japanese broker targets Aussie SMSFs

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... highlights that the Australian trading platform will include the Shanghai and Shenzen B-share market, the Hong Kong-Shanghai Connect and the Hong Kong-Shenzen Connect exchanges (A-shares). The firm's Australian operations will be headed by managing director ...

Succession planning placed on the backburner

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... regularly ignoring the need for quality exit and succession plans, according to chief executive of Connect Financial Service Brokers, Paul Tynan. Tynan has observed a growing number of practitioners holding on to their businesses until their late 60s ...

Omniwealth acquires mortgage broker

DARREN SNYDER  |  FRIDAY, 2 SEP 2016
... developed its own CRM system that touches clients multiple times in a year and we felt ready to outgrow the inner West and connect with more SMEs and professionals/executives," Grima said. Westminster will relocate to Omniwealth's Australia Square office ...

Insto oligopoly stifling advice M&A activity

ALEX BURKE  |  TUESDAY, 24 MAY 2016
... planning businesses due to 85% of licensees being controlled by six institutions, according to Connect Financial Service Brokers chief executive Paul Tynan. Despite what Tynan perceives as a strong demand for advice businesses in the market, there are ...

Accountants should beware AFSL traps

ALEX BURKE  |  MONDAY, 4 APR 2016
... the right licensee if they want to continue providing SMSF advice from July 1, according to Connect Financial Service Brokers chief executive Paul Tynan. Tynan noted that existing business models and succession plans in accounting firms could be compromised ...

FPA, AFA should merge to keep advice strong

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... associations representing financial advisers to set aside differences and merge into a single body. Connect Financial Service Brokers chief executive Paul Tynan asked for the Association of Financial Advisers (AFA) and the Financial Planning Association ...

Succession planning is not a waiting game

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... succession strategy on potential economic tailwinds or favourable regulatory outcomes, according to Connect Financial Service Brokers chief executive Paul Tynan. In a statement, Tynan noted the increasing number of ex-institutional advisers looking to ...

Centrepoint in talks to build ex-insto advice network

ALEX BURKE  |  TUESDAY, 11 AUG 2015
... larger licensees outside of the institutional model buying up aligned practices is growing. Connect Financial Service Brokers chief executive Paul Tynan argued that the recent headlines - including this one - are "just the beginning." Centrepoint in ...