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Showing 51 - 60 of 330 results for "Advice firms"

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
Four financial advice firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... Institute of Superannuation Trustees (AIST), which is now Super Members Council (SMC), has advocated for the banning of advice firms using third parties to solicit business via cold calling, and for current anti-hawking laws to cover cold-calling advisers ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... Panel (FSCP) action, and SMSF auditor disqualification. The advice sector continues to consolidate. AZ NGA-backed advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners recently announced their merger. Last year, major mergers ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger. The merged entity will operate under EWM chief executive and co-founder Greg Cook and ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Capital investment chief Stuart Haigh said Hallinan brings pedigree and strong knowledge of investment markets and advice firms. "With deep expertise in assessing private market opportunities and an intimate understanding of local advice firms, we believe ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
... retirement. It outlined areas where it expects firms and advisers to raise standards. Review findings The FCA found not all advice firms are effectively considering sustainability of income withdrawal in retirement, saying many do not use cashflow modelling ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights the struggle advice firms face in servicing clients that pay fees of $3000 per annum. Clients that pay less than this amount tend to detract from the ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... it has plans to continue growing its offering and is pursuing further M&A opportunities with compatible financial advice firms along the Australian coastline.

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... manager in the process. Intelligent Planning was launched on January 15 and operates under the same Dirigere AFSL. Advice firms partnered with Intelligent Planning include Beta Advice, Canberra-based Hayes & Co, and Perth-based NOR Financial. Matthew ...