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Showing 81 - 90 of 361 results for "Advice practices"

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... working relationship with Insignia Financial and the sale is expected to result in positive outcomes for M3's advice practices and their clients," he said. "Our advice strategy will enable us to focus on the growth of our professional services advice ...

Wealth managers shirk cybersecurity priorities

KARREN VERGARA  |  MONDAY, 13 NOV 2023
... according to ASIC, which surveyed nearly 700 participants in its Spotlight on cyber report. Of the 120 financial advice practices, 64 funds managers, and 12 superannuation funds canvassed, many exhibited well-developed capabilities in governance, risk ...

VBP adds to leadership team amid Elixir acquisition

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... scale and expertise of VBP means we are better positioned to provide the specialist support and assistance that advice practices need," he explained. "VBP now has the resources to deploy a bespoke team on a project basis to assist clients in executing ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... a new analysis shows. A study by Macquarie Business Banking and Business Health, which surveyed 312 financial advice practices ranging from aligned groups to self-licensed firms, found how some have thrived amidst major industry reforms and a tough macroeconomic ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... ultimately raising the bar for best practices in our industry." The platform is guided by the belief that financial advice practices are more inclined to collaborate with fund managers that offer valuable insights and understand their unique challenges. ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial advisers access to Viridian's proprietary model through four distinct offerings: asset management, portfolio ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
... aside a $50 million provision, reflecting its preliminary assessment of potential liabilities associated with the advice practices central to the lawsuit. While awaiting the Federal Court's conclusive orders on the judgement, AMP chief executive ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... office and head of transformation office. Before Iress, she held senior roles at BT Financial Group and other advice practices. The wealth management unit's chief executive Harry Mitchell said: "Kelli and Amara bring complementary skill sets and ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... uniquely co-developed with advisers and paraplanners from the very start. "For our design process, we had 12 to 14 advice practices across Australia involved over an 18-month window, starting in February 2022," he said. "They met with us on a monthly ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... the year, registering for the first time on ASIC's database. Despite the bleak figures, a recent survey of 122 advice practices found that adviser profitability is rising. On average, revenue jumped from $1.1 million in 2021 to $1.6 million this year ...