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.
Recommended for you
TAL has introduced four new courses to its Risk Academy focused on ethical dilemmas as part of Ethics Month to help advisers meet their CPD requirements.
Unadvised Australians believe they need $2 million to retire comfortably, according to Colonial First State, a wide variance compared to advised individuals which estimate $1.3 million.
Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a “significant expansion” through new distribution channels.
The heads of two financial advice licensees have joined the board of the Financial Services Council as it looks to deepen its engagement with the space and strengthen its representation.