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Showing 61 - 70 of 298 results for "Advice firms"

Adviser complaints rise, super complaints decrease

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
... combined compensation amounts to $692 million. An overwhelming number of complaints relate to 19 insolvent financial advice firms registering 1972 complaints allegedly owing $375.4 million. Two defunct foreign exchange dealers received 1162 complaints ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... the partnership with EFS aligns with the firm's strategy of joining forces with the industry's best advisers and advice firms. "EFS is a fast-growing financial planning business with an innovative advice model and a culture that is closely aligned with ...

Advice firms trading at premium: Broker

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
Financial advice firms continue to trade at a premium compared to other professional services firms, according to an industry broker. Centurion Market Makers' newly released Practice acquisition sale & valuation guide reveals that the demand for premium ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... local market having signed several licensees and dealer groups here, and are in active conversation with multiple advice firms," Eatock continued. "The market is clearly welcoming increased competition, software, systems and service." Meanwhile, Alsop ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
... positioning that makes the investment a sound one, including its partnership model. Focus owns about 90 individual advice firms around the world, which retain their own branding and identity. Focus has bought up several advice businesses in Australia ...

Advice group convicted of hawking

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
... Superannuation Trustees (AIST) called on the government to extend the new anti-hawking laws to include financial advice firms using third parties to solicit business via cold calling. "When they're selling financial services like superannuation advice ...

Support staff key to advice firm longevity: Report

KARREN VERGARA  |  MONDAY, 20 FEB 2023
Financial advice firms are looking to hire more service-support staff in 2023 as many review their pay and benefits packages to remain competitive in an overheated market. At least half of the 100 advice firms canvassed by consulting firm Business Health ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
... provides (32% use today and 34% are considering). Netwealth explained there are significant opportunities for financial advice firms based on its study. "Although some wealth managers currently specialise in servicing the needs of women investors, these ...

Vanguard Super head resigns

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... approximately 18,000 potential members had expressed interest in taking up the product, in addition to several financial advice firms that would be to access it through the Vanguard Adviser Portal. "Not all of those will follow through, we know that. ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... filter and archive activities for individual advisers, their teams, and clients. "Our aim at Netwealth is to enable advice firms to scale their business and recognise a world of new efficiencies," added Heine. "Our latest feature enables them to centrally ...