Category | Practice Management

AMP Announces Transformational Strategy for Wealth Management

AMP’s three-year transformational strategy aims to make a shift into a simpler, client-focused business that is higher growth and higher return. (more…)

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0 · August 9, 2019 in Company News, Practice Management  
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Financial Planners Embrace Self-Licensing 

More planners are turning to self-licensing, however the dealer group model will continue to play a major role, according to the latest Licensee Satisfaction Report from research firm Investment Trends.   (more…)

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2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training  

Xplan to be Simplified For Users

Iress has announced it will release the first of several planned updates aimed at making advice software platform Xplan simpler for users and to give them greater access to its functionality. (more…)

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· August 1, 2019 in Company News, General, Practice Management, Services  

Elixir Launches Virtual Business Coaching Portal

National consultancy group, Elixir Consulting has launched a ‘virtual business coaching’ portal designed specifically for financial advisers in Australia. (more…)

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· July 30, 2019 in Company News, General, Practice Management, Technology, Training  
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Compliance Burden Still Top Challenge For Planners

Financial planners have indicated that compliance burden remains their top challenge, according to the latest findings from research firm Investment Trends.  (more…)

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· July 3, 2019 in General, Practice Management, Services, Technology  

ASIC Bans Queensland Insurance Adviser

A Queensland financial adviser from Beenleigh has been banned by ASIC who found the advice he provided did not take into account the individual circumstances of his clients because he used a templated approach for all clients. (more…)

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· June 28, 2019 in Compliance & Regulation, General, Practice Management  

AstuteWheel Initiative

Client engagement solution, AstuteWheel, has launched a third generation of software that includes a regtech solution for financial planners. (more…)

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· June 26, 2019 in Company News, General, Practice Management, Technology  
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Royal Commission Placing Pressure on Business Valuations

Financial advisers with smaller risk books are looking to exit the market as soon as possible, fearing an impact on business valuations from the Financial Services Royal Commission, according to one business broker. (more…)

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0 · January 7, 2019 in Practice Management, Practice Marketing, Remuneration  

ClearView Launches Dealer Services Offering

ClearView has expanded the services offered by its financial advice arm with the creation of a dealer services offering for advisers who hold their own Australian Financial Services Licence. (more…)

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0 · November 20, 2018 in Company News, Dealer Groups, Practice Management, Services  
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Consumers Want More Adviser Contact For Insurance

Only half of advisers are conducting regular reviews of their client’s life insurance despite nearly 90 percent of clients wanting some form of contact every year, according to a new report from MetLife Australia. (more…)

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1 · November 15, 2018 in Practice Management, Services