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Showing 481 - 490 of 817 results for "Advice Business"

Sporting arena ripe for new advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
Professional athletes represent a significant business opportunity for financial advice practices, with wealth managers standing to benefit from understanding their unique financial planning needs. According to GlobalData, financial advisers will do ...

AMP introduces facial recognition for mobile clients

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... investments and banking. Upgrades to its digital capabilities follow on from AMP's recent enhancement of its goals-based advice business. Advisers at AMP Advice will now use real-time modelling built by Milliman to demonstrate to clients varying consequences ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
Sydney-based financial planning group Stanford Brown doesn't do things by halves. On the eve of its 30th anniversary, it announced a string of initiatives that sets it apart from traditional advice businesses. Last month Stanford Brown marked its 30 ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
FinPal will add functionality for mortgage brokers to its software to accommodate for the increasing overlap of broking with financial advice. The next release of the FinPal software will seek to bridge the gap created by advisers and brokers using ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
AMP will roll out the next evolution of its dedicated goals-based financial advice business this month with an expected step change being the way clients converse about their advice experience. AMP Advice will use real-time modelling to demonstrate ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
Midwinter entered into a strategic partnership for a business platform specialising in the financial services industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... and $19.5 billion in funds under advice. IOOF said the acquisitions will position it to be the second largest advice business in Australia by funds under advice and adviser numbers. IOOF managing director Christopher Kelaher said: "We have a proven track ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year. Crowned on Friday night at a gala dinner to celebrate the close of this year's AFA National Adviser Conference, private client adviser Fraser ...

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
The AFA has partnered with a robo-adviser to assist financial advisers reach clients they previously couldn't as well as demonstrate the benefits of robo-advice. Announced at the Association of Financial Advisers' 2017 National Adviser Conference on ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... session advisers are set to gain insight into the theory and practical application of integrating fees into a risk advice business. Fox will cover off more on the theory, as will Elixir Consulting business coach Sue Viskovic. Rando Associates director ...