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Showing 81 - 90 of 347 results for "Advice practices"

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
... prices. The findings are based on Radar Results' latest data, which saw a 6% to 11% increase in the value of advice practices currently on the market. Investment and super clients with the following demographics are selling with multiples as follows ...

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... May 2023. "Tracking the status of form submissions and transactions is a time-consuming but necessary task for advice practices, as they usually require this information when giving updates to clients," Croft said. Other recent changes include specie ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... Advisers, growing its adviser network substantially. Through the acquisition, Count has acquired 75 financial advice practices from TAL, adding around 100 financial advisers to its community. Count said it now represents $16.8 billion in client funds ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
... against the State Revenue Office of Victoria in relation to payroll tax being applied to the earnings of small advice practices, which ran from 2014 to June 2016. On LinkedIn, former colleagues and friends are remembering Harrison as a "valuable guiding ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... capabilities. "As part of our licensee proposition, AMP Advice is committed to providing technology solutions that allow advice practices to deliver high quality advice more efficiently. We are working with the administrator to support the best way forward ...

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... profession. The program includes more than 20 events across Australia, attended by graduates and representatives from advice practices. BT said two virtual speed networking events have been held in Sydney and Brisbane to date, which has resulted in 85 ...

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... vast majority of financial advisers in the Australian market, as we work towards ensuring better outcomes for advice practices and their clients," Veitch said. Sharpe thanked Perera for his work as the AFA national president and commitment to bringing ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... single, forward-looking rating for financial advisers, AFSLs and investors to use. Badenach said most financial advice practices adopt a preferred investment approach with their clients, whether it's strategic or dynamic asset allocation and so forth ...

Risk clients, practices worth more: Radar Results

CASSANDRA BALDINI  |  TUESDAY, 28 MAR 2023
Financial advice practices specialising in risk insurance are gaining higher price multiples on clients and are selling for up to $1.5 million as demand rises and supply drops. Radar Results' latest insights show price multiples on risk insurance ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
ASX-listed firm CountPlus will acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. ...