RetireInvest completes restructure
RetireInvest has completed a restructure and expansion of its business.
The business has appointed an in-house investment research team, best practice manager, adviser systems team, a new chief financial officer, two customer service staff, an operations manager, a risk insurance manager, and a co-ordinator of advisory appointments.
Chief executive of RetireInvest Paul Campbell said the changes were designed to ensure the group focuses on adviser needs across the business and provide more ongoing support.
“These appointments will ensure that our systems and processes allow for the efficient delivery of advice to the client. They also demonstrate our commitment to be regarded as a provider of holistic financial advice,” Campbell said.
RetireInvest has opened for business in eight new locations across the country this year.
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.
