AdviceIQ retains Zenith
Newly-established boutique financial planning dealer group AdviceIQ Partners has retained Zenith Investment Partners as its research services provider.
AdviceIQ has been established by Tony Madden, Angus McLeod and Bronny Speed and will offer practices joining the group the opportunity to have an equity stake and the ability to operate under a co-branded structure.
Speed said Zenith had been retained to provide research services following a comprehensive review and full due diligence of a number of research providers.
She said it had been selected on the basis of representing the best fit with the AdviceIQ business model.
AUTHOR
Mike Taylor
Recommended for you
While the last several months have seen increased market volatility, particularly in the US, advisers said there are multiple reasons why there has been an increase in defensive asset flows.
Scarcity Partners believes the dynamics playing out in the managed account and outsourced chief investment officer market are “here to stay” based on positive developments in financial advice.
Former executive chairman of failed stockbroker BBY, Glenn Rosewall, has been charged with aiding, abetting, counselling or procuring BBY’s dishonest conduct in relation to a financial service.
Fidelity International research has revealed Australian investors are significantly more optimistic about the market outlook and feeling more comfortable than their APAC peers, despite ongoing market volatility.
