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Financial Planning

Financial planning veteran launches ideas exchange

TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million.

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Read more: WealthLeaders eXchangeTim TownsendTownsendCobain Private WealthCFA SocietyGraeme MillerSamantha NoyStuart DevlinWarakirri Asset ManagementWatershed Funds ManagementFinancial adviceFunds management