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Showing 1 - 5 of 5 results for healthcheck

Succession planning major issue for advisers

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
... comprehensively analyse the health of Australian financial advice. Its results are drawn from the online "Business HealthCheck" diagnostic tool, which is designed for practice principals to qualitatively and quantitatively ascertain the relative viability ...

Advice practice profitability drops by 50%: survey

LAURA MILLAN  |  THURSDAY, 18 APR 2013
Profitability of advice practices has fallen from 28.5% in 2010 to 14.8% in 2012, according to a HealthCheck report. The report gathers the information from over 300 Australian advisory practices to diagnose their health. The main causes for the drop ...

Half of adviser practices in poor health: Securitor

MARK SMITH  |  WEDNESDAY, 9 JAN 2013
... Ready V whitepaper provides an analysis of what is best practice in the advice industry based on Business Health's HealthCheck data warehouse, which contains information on more than 2,000 Australian advisory practices. It adjudges half of advisory practices ...

CFD health check prompts more oversight

MICHAEL HOBBS  |  TUESDAY, 13 JUL 2010
... CFDs. The Australian Securities & Investments Commission (ASIC) researched the CFD market last year as part of its 'healthcheck study' and found retail investors are confused and don't understand the risks in trading the products. The research looked ...

FPA members gain practice tool

MICHAEL HOBBS  |  WEDNESDAY, 25 FEB 2009
... after Business Health's practice diagnostic program was added to the association's online member section. The program, HealthCheck, provides an assessment of a financial planning practice's operational efficiency. The service is available at a discounted ...
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