What makes a successful advice practice?; Stretched environment limiting ability for BDM/PDMs to add value

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05 Mar 2024

Latest News Financial Planning What makes a successful advice practice? The head of one of Australia's largest licensees has shared the top characteristics that he looks for in creating a successful advice practice as more and more firms provide multidisciplinary offerings. Read More Financial Planning Stretched environment limiting ability for BDM/PDMs to add value Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles and ability to deliver value. Read More Promoted Content Global giants and hidden gems in equity investing Actively managed global equity investments are on investors' radars in 2024, given the mixed outlook for global economic growth. Explore Macquarie's active ETF solutions. Financial Planning Court rules on licensee's conflicted remuneration case The Federal Court has ruled financial advice licensee RM Capital failed to take reasonable steps to prevent its authorised representative from accepting conflicted remuneration. Read More Funds Management Vanguard CEO Tim Buckley announces retirement Vanguard has announced its international chief executive, Tim Buckley, will retire by year-end, while chief investment officer Greg Davis has been promoted to president. Read More Promoted Content Looking for the best cash and FX rates for your clients? FinClearOne part of the FinClear Group, provides market leading cash and currency management solutions for advisers and their clients. People & Products Centuria appoints advice COO to distribution role Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm. Read More Funds Management Blackwattle looks to Antipodes for global equity launch Blackwattle has appointed former Antipodes founding partner and portfolio manager, Sunny Bangia, and three former colleagues to launch its first global equity fund. Read More Feature Features Retiring an outdated concept of retirement With Australians living and working longer than ever, there are calls from industry professionals to redefine the traditional concept of retirement to ensure it meets their needs. Read More

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