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Showing 461 - 470 of 2628 results for "Practices"

Count hunts new operations chief

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
... Toussaint said. Toussaint's departure comes as Count continues to grow its adviser network, having recently added 75 practices through the acquisition of TAL's Affinia licensee in May. At the time, Humphrey said the acquisition signalled a new dynamic ...

Adviser demand up as industry turns corner: Recruiter

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... which saw healthy demand for associate adviser roles. Recruit2Advice principal Dugald Braithwaite said advisers and practices that are "well set in the market with a good reputation" are currently inundated with referrals and approaches from new clients. ...

Frontier calls for better unlisted asset valuations

ANDREW MCKEAN  |  WEDNESDAY, 5 JUL 2023
... on unlisted assets. This trend has caught the attention of APRA, which is placing more emphasis on correct valuation practices. APRA has criticised the valuation processes for unlisted assets in super funds, highlighting an overreliance on external parties ...

AMP loses BOLR changes class action

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2023
... Federal Court this morning has ruled in favour of disgruntled AMP Financial Planning advisers who saw the value of their practices deteriorate after the parent company controversially changed its Buyer of Last Resort (BOLR) rules. In handing down its ...

Allegro unveils PwC entity as Scyne Advisory

CASSANDRA BALDINI  |  TUESDAY, 4 JUL 2023
... members of the leadership teams of PwC's Government Health Infrastructure and Defence (GHID) and Trust and Risk (T&R) practices will lead Scyne Advisory in the short term. Allegro said its own partners will also support the interim leadership team during ...

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
... community resonated with us," he said. "We are passionate about collaborating with our peers, enabling us to share best practices and we will have greater opportunities to achieve this through Count." Just last week, two Adelaide financial advice practices ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
... capital are justified. Commenting on the transitional equity model, Diverger said the idea is to partner with advice practices looking to corporatise their business model, achieve scale, execute a succession plan, or drive future growth. It added, the ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
Financial advice practices Crosby Dalwood and Warnecke & Co (Warnecke) will merge and rebrand as Count Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians ...

ASIC nudges trustees on member fund compliance

ANDREW MCKEAN  |  TUESDAY, 27 JUN 2023
... responsibilities, ASIC's review identified compliance gaps. In fact, all but one of the 12 trustees failed to ensure their practices or disclosure aligned with their legal obligations. "While no significant individual member impact was identified in ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows that AMP Financial Planning received the most complaints among the ...