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Showing 1 - 10 of 100+ results for "Advice firm"

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...

Financial elder abuse programs launch

KARREN VERGARA  |  TUESDAY, 11 JAN 2022
Protecting Seniors Wealth has unveiled new programs for the financial services sector so that it can do more to help prevent financial elder abuse. The training provider is targeting superannuation funds, financial advice firms and investment managers ...

Advice firm targets teen financial literacy

KARREN VERGARA  |  FRIDAY, 7 JAN 2022
A financial advice firm is tackling high school graduates' poor financial literacy head on in a bid to equip them with essential wealth skills for the future. Purpose Advisory director and adviser Tristan Scifo has launched More than Before, an online ...

Number one challenge for advice firms revealed

ELIZABETH MCARTHUR  |  FRIDAY, 10 DEC 2021
Dimensional Fund Advisors' global survey of financial advice firms has found one challenge for Australian advisers stands out above all else. Coming as no surprise to those in the industry, the issue advice firms are grappling with most is compliance. ...

FPA names new chief executive

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
... Management, a not-for-profit that provides shared equity financing for essential workers. Abood was the chief executive of advice firm Profile Financial Services for nine years until she left in 2019. Prior to Profile, Abood served as head of marketing ...

Partners Wealth Group launches Partners Private

ELIZABETH MCARTHUR  |  TUESDAY, 7 DEC 2021
Financial advice firm Partners Wealth Group has launched a new venture for sophisticated and wholesale investors. Partners Private will provide access to investments for individuals, who meet the definition of a sophisticated or wholesale investor ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... community, which has played a big part in Financial Momentum choosing to rejoin us," he said. Newcastle-based financial advice firm Serendipity Wealth Advisors joined Count Financial in October. Serendipity launched in February 2021 by directors Christine ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
Iress' inaugural Advice Efficiency Survey reveals that more than 70% of advice practices forecast growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... there's an opportunity to farm the clients in search of A and B grade clients, he added. There is currently a financial advice firm up for sale in Victoria's Bendigo region. Recurring revenue sits at about $430,000 per annum with a multiple of 2.2 ...

AMP Capital executive joins asset consultant

KARREN VERGARA  |  MONDAY, 8 NOV 2021
The former head of portfolio management at AMP Capital has joined an asset consultant as a partner. Darren Beesley became a partner at Evidentia in October, following a stint as portfolio management lead for the multi-asset group at AMP Capital. Prior ...
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