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Showing 61 - 70 of 363 results for "Advice practices"

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.

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 ...