FITZPATRICKS
Financial planning
Fitzpatricks Advice Partners has released a guide on building a national advice firm with the argument that these firms are crucial to facilitating growth in the struggli...
Financial planning
Fitzpatricks Financial Group chief executive Andrew Fairweather has taken over responsibility for the group’s private wealth subsidiary as its general manager of advice t...
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....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...