FITZPATRICKS

Financial planning

Initially developed more than two decades ago, Fitzpatricks Advice Partners has “revamped and relaunched” its flagship development program....

Financial planning

Private wealth firm Fitzpatricks Group has appointed a newly created head of product, who previously spent 20 years at CFS, to bolster its range of investment options....

Funds management

Atrium Investment Management, part of Fitzpatricks Financial Group, has selected Russell Investments to enhance personalised investment solutions and opportunities for it...

Financial planning

Professional services firm AZ NGA has announced a group chief financial officer, who previously spent six years as Fitzpatricks Financial Group’s CEO....

People & Products

The CEO of national advisory and wealth management firm, Fitzpatricks Private Wealth, will depart at the end of the month....

Financial planning

Improving emotional intelligence will help advisers to have a deeper relationship with their clients and provide improved outcomes, as the industry moves to becoming a pr...

Expert Analysis

Fiona Manning writes how gender diversity is a key consideration within environmental, social and governance investing as the gender gap causes a drag on the economy....

Financial planning

Advisers say they are seeing a light at the end of the tunnel for the first time in a while after a challenging period of regulatory change....

Financial planning

The financial planning industry will start working together to allow those currently excluded from getting advice to be included and the fear of providing complaint advic...

People & Products

Fitzpatricks Group has appointed Jodie Blackledge as chief executive, succeeding founder John Woodley....

People & Products

Jodie Blackledge has joined the Fitzpatricks Group as chief financial officer and chief operating officer....

People & Products

Fitzpatricks Private Wealth has chosen HUB24 to deliver a managed portfolio solution and a new admin solution....

People & Products

Fitzpatricks Private Wealth has extended its Melbourne presence with two new businesses aligning with the dealer group....

People & Products

Fitzpatricks Private Wealth entered into a partnership with a Perth-based strategic financial advice firm, Paradigm Financial Consulting....

Funds management

Two former IPAC advisers have been recruited by Fitzpatricks Private Wealth, boosting its Victorian presence....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 21 hours ago