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Showing 511 - 520 of 831 results for "Advice Business"

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
Australia's best financial advisers and advice businesses have been recognised as the Association of Financial Advisers and Zurich announced the finalists for the 2017 AFA Adviser and Practice of the Year awards. The AFA Adviser of the Year Award, now ...

AMP joins forces with US advice firm

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
AMP will strengthen its goals-based financial advice capabilities through a partnership with a US advice business, collectively working to develop a new wealth management operating system and share intellectual property. As per a formalised partnership ...

Centrepoint accelerates distribution strategy

KARREN VERGARA  |  MONDAY, 11 SEP 2017
Centrepoint Alliance is ramping up its distribution strategy with two promotions and a senior appointment. Cameron Cogle joins as a management consultant overseeing teams across New South Wales, Victoria and Tasmania. He previously held general manager ...

New MDRT Australia chair

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... evolving financial services environment," McCann said. Brown is chief executive of Melbourne-based integrated advice business JBS Financial Strategists and an active member of the AFA, having served on its board for two years. In 2013 she was named the ...

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
Infocus acquired a leading holistic financial advice business to provide the wealth manager with a Sydney office and to continue growing its national salaried advice strategy. Announcer, led by chief executive Andrew Rocks, will now fall under the Infocus ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
The amount of money pouring into managed discretionary accounts has seen the total funds under management in managed accounts rise 22.5% in just six months. According to the FUM Census from the Institute of Managed Account Professionals, as at 30 June ...

Insto exodus fuelling HUB24 growth

ALEX BURKE  |  MONDAY, 28 AUG 2017
The number of advisers choosing to become self-licensed or moving away from institutionally-aligned dealer groups has fuelled HUB24's growth over the 2017 financial year, contributing to the company's first full-year profit. HUB24 revealed a $3.9 million ...

Wealth arm projects Perpetual profit

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
... leading referrer for Perpetual Private's strategic financial advice services. Additionally our medical education and advice business, The Private Practice, is reaching a wide audience of medical professionals and attracted 70 new medical specialist clients ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... premiums under advice reached $236 million, of which $70 million is in LifeSolutions. ClearView said during FY17 the advice business started the development and implementation of a "Strategic Advice Program" designed to assist aligned advisers better ...