When it comes to acquiring an advice practice, one of the most difficult challenges can be former owners who refuse to take a step back, preventing a clean handover for the new buyers.
Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based private wealth advisory team, alongside several financial adviser appointments from Ord Minnett.
Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand, with the intention to launch benchmarks in due course.
Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans.
Reach Alternative Investments CEO, Sam Phillips, says its strategic alliance with HUB24 will “expedite its expansion” into the wealth market as it embarks on discussions on future product launches.
Three months after its separation from Insignia Financial, Rhombus Advisory CEO Darren Whereat has shared how the firm is supporting the growth aspirations of its advice network.
As the dust settles on the AMP BOLR settlement, Money Management understands several participants are still hopeful of making an appeal for a fairer sum.
Four advice industry leaders share tips from their career experiences and what has helped progress to their senior leadership positions.
A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm and run by experienced adviser Charlie Viola.
With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-minded businesses to provide more Australians with advice.
