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Showing 41 - 50 of 347 results for "Advice practices"

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... this proposal is that the NCAs of today can become the professional financial advisers of the future," she said. Advice practices can too leverage NCAs to advise children or the grandchildren of existing clients. "Advice firms should have this option. ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... "ripe for industry-wide improvement" to drive efficiencies. The Advisely Index Report revealed top Australian advice practices serve 40% more clients than their peers in a competitive landscape where demand for advice is growing. However, although demand ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... Equities being our next enhancement," Constable said. He said that managed accounts are widely used in financial advice practices, but for a long time, the number of investment models practices can use has been limited, noting that many practices face ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... continue sourcing high quality financial advice firms across the country. "We take the opportunity of working with advice practices who see us as the right partner to help them achieve their goals very seriously - whether it's growth, profitability ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
... customisation options for managed portfolios, with lower-balance investors to benefit the most. "We recognise that advice practices with smaller balances have not traditionally been able to access bespoke managed portfolio solutions and we wanted to ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
... was awarded Dealer Group of the Year. "We are fortunate to work alongside many outstanding partners, including advice practices, fund managers, and other financial services providers. It is truly rewarding to recognise these individuals and organisations ...

Misconduct cases soar at CBA

ELIZA BAVIN  |  WEDNESDAY, 14 AUG 2024
... investigation." CBA said it has spent around $236 million during the year ended June 30 in relation to its previously owned advice practices. "The group recognised an increase in the provision for aligned advice remediation issues and program costs for ...

Acquisitions boost WT Financial Group results

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... broadly, our results are not only reflective of our network's performance, but of a positive future for all advice practices and advice network operators who embrace and drive change."

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON  |  THURSDAY, 8 AUG 2024
... adviser satisfaction is at 80%. Revenue per practice has increased by 11.6% since the same time last year. AMP Advice practices within NewCo will continue to be licensed as they currently are and supported by Entireti Services, it said. They will also ...

Inflation pummels adviser pay by 20%

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
... challenges. Compliance burdens and constant legislative change continues to be the top challenge, according to 38% of advice practices.