FITZPATRICKS

People & Products

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

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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...

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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....

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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....

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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...

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People & Products

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

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People & Products

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

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People & Products

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

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People & Products

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

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People & Products

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

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Funds management

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

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Financial planning

Two financial advisers have joined Fitzpatricks Private Wealth, citing their interest for self-employment and like-minded advisers....

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People & Products

Former AXA and AMP staffer, Rob Thomas, takes key role at Fitzpatricks Private Wealth....

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Financial planning

Expansionist advice group, Fitzpatricks Private Wealth, is aiming to ensure excellence among its advisers, by appointing Rob Thomas as manager of advice excellence....

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MARKET INSIGHTS

PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

9 hours ago
JOHN GILLIES

WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...

1 day 8 hours ago
JOHN GILLIES

I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...

1 day 9 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 1 day ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

3 weeks 2 days ago

ASIC has suspended the AFS licence of a Melbourne fund manager responsible for six managed investment schemes....

2 weeks 2 days ago