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Showing 1 - 10 of 26 results for "Business Health"

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... seen almost 80% more profit per owner than those without, new research shows. Latest insights from Praemium and Business Health show practices using managed accounts achieved significant profit gains despite the pressure the advice industry has been ...

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... advisers and more regularly, new research of independent financial advisers reveals. The analysis of 230 IFAs by Business Health in its annual Future Ready report found that only 27% of advice practices are touching base with their best clients more ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
... growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research with 113 advice practices across Australia in September 2021. Results from the survey found that 72% ...

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... new whitepaper Managed Accounts: building your future business was conducted by practice management consultancy Business Health for CFS. It analysed data collected from 30 advice firms that used a managed account service. These results were benchmarked ...

Last chance to have your say: Financial Standard weekly spot poll

DARREN SNYDER  |  FRIDAY, 2 JUN 2017
... collecting at least half their revenue from fees, not commissions. For the first time in the report's 14-year history, Business Health has assembled a Practice Health Index. It shows the 'health' of Australian planning firms is sitting at 62%, which ...

Advice practices need succession plan: Research

DARREN SNYDER  |  MONDAY, 1 MAY 2017
... any long-term strategic plans to capitalise on expected industry growth. A report published by knowITdigital and Business Health shows one-third of advice practices have a long-term business plan and even less (30%) have any documented succession plan. ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... The FPA Professional Practice of the Year will also receive a $10,000 business consultancy package donated by Business Health. Shortlist for the 2016 awards: FPA Certified Financial Planner Professional of the Year Award William Johns, Health & Finance ...

Succession planning major issue for advisers

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
... amount of financial advice practices have no effective succession plan in place, according to the Rubik Wealth/Business Health Future Ready VI report. The report aims to comprehensively analyse the health of Australian financial advice. Its results are ...

AFA names Rising Star finalists

LAURA MILLAN  |  THURSDAY, 19 SEP 2013
... chief executive Brad Fox said. This year's judging panel includes Fox, 2005 AFA Rising Star Winner Esther Althaus, Business Health partner Terry Bell, ANZ national strategic account manager Daniel Waller and ANZ head of Sales, Advice and Distribution ...

BDMs facing major changes without industry support

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
... manufacturers. "They are going through the same evolution than advisers, but there's less of a focus for them," Business Health partner Terry Bell said. The BDM research by Business Health shows that BDMs are working on average 52.5 hours a week and ...
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