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Showing 51 - 60 of 334 results for "Advice firms"

FAAA ramps up Dixon inquiry campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... would likely force the cost of advice even higher. FAAA chief executive Sarah Abood reinforced that most financial advice firms are small businesses which "simply can't afford to underwrite the malpractice of large, listed companies." In its recent financial ...

'Unrealistic overconfidence' major issue for new advice clients

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
A new report has identified how financial advice firms can bridge the value gap for prospective clients to get them on their books. Netwealth's 2024 Advisable Australian research, conducted in partnership with The Lab Strategy, found the barriers to ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
Financial advisers are poised to generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... and audit checks of advisers. Financial technology firm Padua envisions a future where AI could be used to check if advice firms are meeting regulatory requirements and to check for compliance in advice documents and other supporting materials, such ...

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 ...