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FITZPATRICKS PRIVATE WEALTH
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....
Financial planning
Infocus has announced two appointments to its senior leadership team, just days after unveiling a new business model for the advice licensee....
Financial planning
National advisory firm Fitzpatricks Financial Group has appointed Andrew Fairweather as its new group chief executive, replacing Jodie Blackledge who steps back after fou...
People & Products
Daniel Proietto has been appointed as Victorian regional manager for Fitzpatricks Private Wealth....
Expert Analysis
Advisers should stop trying to ‘do it all’ and know when to outsource to other professionals, writes Scott Fitzpatrick, allowing them to focus on the advice....
People & Products
Matthew Nicholson and Oswaldo Duque have been added to the advice team at Fitzpatricks Private Wealth....
Features
The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....
Financial planning
The industry is still a “boy’s club” and it will come at the expense of advice that better suits the needs of female clients....
Features
As a part of its new series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. This month, MM ...
Features
While the COVID-19 pandemic has created a lot of stress, anxiety and uncertainty for financial advisers, one of the biggest positives has been the ability for them to hav...
Features
The increase in home and remote working in the light of the COVID-19 pandemic is likely to be a benefit to women in the workplace if the policies are implemented long-ter...
Policy & Regulation
A former Brisbane-based administrative employee at Fitzpatricks Private Wealth has been permanently banned by the Australian Securities and Investment Commission for seri...
Financial planning
Fitzpatricks Private Wealth has announced the addition of Perth-based financial advisers Stewart Symonds & Partners to its national partnership. ...
Financial planning
Platform provider HUB24 has passed the $10 billion in funds under management milestone including a deal with Fitzpatricks Private Wealth....
Financial planning
HUB24 has posted record net inflows for the first quarter of $638 million and representing a 19.3 per cent growth....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...