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Showing 31 - 40 of 361 results for "Advice practices"

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... including the misconception of time spent in non-advice operations and providers' inefficiencies. Currently, advice practices estimate that they are only spending 45% of their time on non-advice operations, including time spent on implementation, compliance ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... incorporating artificial intelligence (AI) features into the offering, which Maloney believes will be a "game changer for advice practices." "North has rolled out an AI file note, which records the client conversation between and adviser and the client ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... platform, MLC Expand, is rolling out a slew of artificial intelligence (AI) automation tools that it says could save advice practices hundreds of hours per month. Over the coming months, MLC Expand is launching automation features to populate a range ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
... systems, using interactive visuals and client-specific data insights. Other features include the ability for advice practices to add market commentary, tailor templates, use their preferred wording for asset classes and categories, and customise reports ...

AMP lifts advisers' efficiency game with Grow

MATTHEW WAI  |  MONDAY, 1 SEP 2025
... investment needs. Additionally, Grow aims to help more Australians receive the guidance they need while enabling advice practices to expand their reach and service more clients. Addressing key pain points for advice practices, while the proportion of ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... thrive," Investco managing director Keith Cullen said. "The strength of our model is in partnering with ambitious advice practices, providing them with patient capital in partnership with world-leader Merchant Wealth, and supporting them to grow and ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... manager Tom Schubert said the firm continues to grow strongly and will expand the range of solutions it offers to advice practices. Schubert said the firm will be making several new hires over the next two months and is currently recruiting investment ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios use BlackRock's multi-asset investment expertise ...