Search Results | Showing 81 - 90 of 277 results for "Advice firms" |
| | | Mergers and acquisitions will power the financial advice industry, culminating in the formation of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of ... |
| | | | ... and what customers are telling us we believe client portals represent the next frontier, and a very real path for advice firms to reinvent their client experience to rival many new and disruptive digital wealth businesses," Netwealth joint managing director ... |
| | | | ... such portfolios. Evidentia partner Troy Swann said: "We believe the rise of managed accounts is an opportunity for advice firms to not only increase business efficiencies and provide better execution for clients but is also an opportunity for partner ... |
| | | | ... accelerate the delivery of additional lifestyle and financial service offerings." The move comes after four IOOF financial advice firms joined Count Financial ahead of the MLC acquisition. IOOF completed the acquisition of MLC Wealth earlier this month ... |
| | | | AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's ... |
| | | | ... are an important contributor to the overall sustainable growth strategy for our national network of accounting and advice firms." The merger comes after Cooper Reeves acquired the financial advice services of CBD Wealth in October last year for $600,000 ... |
| | | | ... Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms of all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital ... |
| | | | ... Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital. In addition, four IOOF financial advice firms joined Count Financial ahead of the MLC acquisition. Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic ... |
| | | | ... who choose to work part-time. Centrepoint Alliance has launched a new flexible fee model, available to financial advice firms with more than one authorised representative. For advisers working part-time, variable costs including governance and research ... |
| | | | ... exemption for individually licensed advisers and authorised representatives, which should meet the needs of small advice firms. "Whilst the regulation does not specifically refer to staff members of financial advice practices playing a role in claims ... |
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