Search Results | Showing 1 - 10 of 330 results for "Advice firms" |
| | | ... workflows has been more challenging than expected. Despite these pressures, advisers remain optimistic, with local advice firms reporting assets under management growth of 14.4% over the past year and expect a further 13.8% in the year ahead. Natixis ... |
| | | | ... be materially diminished," the report read. Interestingly, preparedness appears to improve with scale and revenue. Advice firms generating between $2 million and $3 million in annual revenue were more likely to have formal succession arrangements in ... |
| | | | ... such as Advisorlink, Australian Superannuation Resources, Data4u and Grow Your Super Australia. This is alongside advice firms and corporate authorised representatives that have acquired leads, including Lunaris Wealth, Solara Wealth and Wise Investments ... |
| | | | Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint ... |
| | | | ... Nicholas Battaerd said based on the latest AFCA data, approximately 65% of complaints received voted in favour of advice firms. Incidentally, the remaining 35% of cases result in a determination against the advice practice. "Our job is to be impartial ... |
| | | | ... particularly as portfolios become larger and more complex." The survey canvassed 100 advisers from stockbroking and advice firms. |
| | | | While financial advice firms are at different stages of embracing artificial intelligence (AI), experts urge not to overlook two key areas before they go all in: data quality and compliance. Before considering anything else, a panel of technology and ... |
| | | | ... Tandem Securities and Tandem Clearing. Fox said the addition strengthens the group's ability to provide financial advice firms with either end-to-end or tailored solutions designed to complement their existing client propositions. Founded in 1970 ... |
| | | | Esencia Wealth has expanded into Queensland, adding 300 clients to its portfolio by merging with two advice firms in the state. Merging with Financial 3 Wealth and Marsden Wealth Advisers will mark Esencia Wealth's first office in Brisbane, building ... |
| | | | ... experience and alignment that firms need as the sector enters its next phase," Brinker said. "The most successful advice firms over the decade ahead will be those that grow with discipline and true partnership. Our model is built for that, founder-aligned ... |
|