Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 347 results for "Advice practices"

Regulation, profitability top adviser worries: BT

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... adviser Bruce Gorry said the CSLR is the biggest issue in the advice profession at present. "The impact this has on advice practices around the country cannot be overlooked if Canberra is genuine about making advice more accessible and more affordable ...

New recruits top advice industry priority: FAAA

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... Abood said. The FAAA also flagged it will persist in lobbying against substantial costs the government imposes on advice practices. The cost of operating an advice business only continues to skyrocket, not only from layers of red tape but exorbitant ...

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
... and profitability of their businesses, rating their satisfaction 3.6 out of five, new research shows. The 171 advice practices canvassed by Elixir Consulting and Colonial First State recorded earnings before interest and tax (EBIT) margins that ranged ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... firm that specialises in providing multi-asset portfolio management and investment consulting services to wealth advice practices and superannuation funds. The new Activam options include Activam Conservative and Income Portfolio, Activam Moderate Portfolio ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... Marsh McLennan and has previously held roles with Shadforth Financial Group and MLC in addition to five years in advice practices. Finally, Nathan Caccamo has been appointed to the position of business development consultant, joining from Marsh where ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content support allowing them to monitor their holdings ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ...

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
... clients. "This includes the ongoing expansion of our managed portfolio offer as we look to partner with more advice practices to create tailored portfolios for their clients," she said. "Likewise, a flexible cash account is important to advisers in implementing ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... widespread adoption of managed accounts by licensees, their advisers, and by their clients is creating efficiencies in advice practices, and benefitting from professional portfolio management and the ability to manage diversified portfolios more effectively." ...

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
Colonial First State (CFS) has unveiled CFS 10X, a new offering designed to help ambitious financial advice practices grow. CFS 10X aims to support the advice community by offering a calendar of dedicated events and webinars. The program is divided ...