VIRTUAL BUSINESS PARTNERS

Financial planning

With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...

Financial planning

VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling...

Financial planning

A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has...

Financial planning

Outsourcing company Vital Business Partners has taken a minority equity stake in a digital platform for financial advisers, which will help fund its future growth plans. ...

Financial planning

Integrating regular meetings within a financial advice team – from daily huddles to quarterly reviews – is essential for fostering sustainable long-term growth, according...

Financial planning

There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights....

Financial planning

This senior consultant has emphasised why ‘playing the long game’ of cultivating a desirable work culture is vital for high-performing financial advice firms and their te...

Financial planning

As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....

Features

Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to...

Financial planning

With Australians warming up to the idea of advice since the QOA Review, firms are already seeing ‘overwhelming’ client volumes and need to be prepared to meet that demand...

Financial planning

Companies looking to make acquisitions of financial advice firms are seeking those which have specialisations or a positive business culture rather than just a large clie...

image
People & Products

Financial planning support firm Virtual Business Partners has made two appointments in newly-created roles, including a former financial planner. ...

image
Financial planning

In the move by firms to delegate away low-value tasks, technology is improving but still struggles to keep pace with all the various parts of financial advice....

image
Financial planning

Advice practices which can show they are able to scale up their business via the introduction of new talent are going to be the most valuable firms going forward....

image
Financial planning

With many advisers having now passed the Financial Adviser Standards and Ethics Authority exam, now is the time to think about business expansion....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 1 day ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

2 weeks 6 days ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 3 days ago