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Showing 31 - 40 of 347 results for "Advice practices"

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... high-quality consulting expertise. "His expertise further strengthens our ability to support wealth advisors, advice practices and family offices with tailored investment solutions. As JANA expands its presence in the wealth sector, we are seeing increasing ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... meetings. "We're really excited by the disruptive potential of AI on North to improve efficiency and accuracy for advice practices when delivering advice at scale, without losing personalization," Maloney said. "With a simple and intuitive design, AI ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
... advice remains a profitable industry, it said - compared to other professional services firms. This is because advice practices typically have lower or no bad debts and debtors, make monthly recurring revenue with limited fluctuations, typically have ...

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... appointment of Adam Philippe, who joins as distribution director to manage the fund's relationship with financial advice practices in regional Australia. Before joining GCQ, Philippe was chief operating officer at Roc Partners and spent thirteen ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... Platform Market Wrap report, which analysed 18 platforms and portfolio solutions. "One of the areas that a lot of advice practices struggle with each year is the ongoing fee consent," Peker told Financial Standard. If the average adviser has 110 clients ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... said. "In the same way that investments and insurance philosophies are foundational resources for adviser and advice practices, driving more efficiency and consistency and quality outcomes for client, the time is now right for the retirement income philosophy ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... the need for financial advice and what it involves. But in recent years, a gap has materialised, with boutique advice practices unable to match the marketing budgets of bigger players. Though as super funds move further into the advice space following ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... is a long-term game and patience will be required." Meanwhile, one AI file-noting provider claimed to sign 130 advice practices in three months, yet showed significant churn, with about 35% of users abandoning AI tools within six months. Even the take ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... paid $10.2 million for AMP's advice licensees and Jigsaw. AZ NGA acquired AMP's minority stakes in 16 advice practices for $82.5 million. AMP retains a 30% in the advice businesses. In closing out 2024, the total adviser population remained stable ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... $10.2 million for AMP's advice licensees and Jigsaw, while AZ NGA acquired AMP's minority stakes in 16 advice practices for $82.5 million. AMP will book an accounting loss on the sale of about $36 million due to separation and transition costs ...