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Showing 71 - 80 of 829 results for "Advice Business"

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
... comprehensive advice book of ESI Financial Services, a wholly owned subsidiary of Brighter Super, last month. Its advice business subsidiary, Financial Advice Matters, is now responsible for servicing most of these members. Brighter Super, which has ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum." The partnership will see Entireti and Otivo combine their IP and resources to ...

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... will be a multi-year story, as will be the cost optimisation," analysts said. "Integration of the MLC and ex-ANZ Advice business and resolving legacy issues is proving to be more complex and expensive than initially expected, leading to large below-the-line ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
Investment philosophy and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
... "significantly" enhance its service offerings and presence in South Australia and delivers a step-change in the advice business. Johnston Grocke was established in 1990 with Doug Johnston and director John Grocke, with a focus on life insurance. They ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

MLC Life explores new market

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... advancements indicate growth opportunities in non-advisor channels. "The backbone of individual business is the advice business but the funnel through the advisor has got narrower. In addition, people's buying patterns are changing. They're looking ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
Entireti has unveiled the go-forward name of its NewCo subsidiary, home to all the financial advice brands previously owned by AMP. The business will now be known as Akumin, "inspired by the professional judgement, discernment and acumen of the experienced ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
Buyers of financial planning practices and client books are becoming more focused on profit, leading acquirers to be much more discerning when it comes to fee per client - but they should continue to trade at a premium to other small businesses. According ...

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON  |  MONDAY, 24 FEB 2025
Former Fitzpatricks Financial Group chief executive Jodie Blackledge is joining the leadership team of AZ Next Generation Advisory (AZ NGA). Blackledge has been appointed group chief financial officer at AZ NGA, reporting to group chief executive Paul ...