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Showing 71 - 80 of 297 results for "Advice firms"

Future looking bright for advice: Survey

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... Australia and New Zealand reporting higher average revenue growth. Now in its 10th year, Dimensional's study looked at 75 advice firms in Australia and New Zealand, as part of a larger survey by the asset manager of 740 firms globally. The study looked ...

Diverger acquires cyber technology firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... Priority Networking, an outsourced managed technology service provider with a network of 130 accounting and financial advice firms. Priority Networking ensures the technology infrastructure of firms is operating efficiently, compliant with software developments ...

Diverger acquires licensee support firm

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... The financial services company explained although it already provides services to both licensed and self-licensed advice firms, the acquisition will enable it to continue delivering on its strategy and grow the services it provides. Diverger managing ...

Vanguard Super reignites fee war with launch

JAMIE WILLIAMSON  |  FRIDAY, 11 NOV 2022
... about 18,000 potential members had expressed interest in taking up the product, in addition to several financial advice firms that will be able to access it through the Vanguard Adviser Portal, to be rolled out in the coming months. "Not all of those ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... recent interview with Financial Standard. "The industry is fundamentally a cottage industry, so more than half the advice firms are less than $1 million dollars of revenue. Scale creates the ability to invest." In June, Diverger made a bid to acquire ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... data has highlighted several technologies that are experiencing high year-on-year growth and adoption by financial advice firms. Netwealth's 2022 AdviceTech Report identified niche technologies and those growing in popularity by AdviceTech Stars and ...

New executive director joins Clearway

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
... management," Clearway said. "These professional relationships with independent advisers, asset consultants, boutique advice firms, platforms, family offices and dealer groups research heads, together with her understanding of all asset classes, has contributed ...

Competition for adviser relationships fierce: Report

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... on platform reliability and quality of service support." Meanwhile, as previously reported by Financial Standard, advice firms are planning to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive ...

AZ Sestante launches digital investing solution

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
AZ Sestante has launched its digital investing solution as a means of helping wealth management and advice firms address the growing advice gap. Sestante Invest gives investors access to six investment portfolios managed by AZ Sestante. The portfolios ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption. According to Investment Trends' latest Adviser Technology Needs Report, advisers are using an increasing ...