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Showing 1 - 3 of 3 results for "The Wealth Partnership"

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... 0.75 multiple number is his "guesstimate", based on tax returns he has seen. Another speaker on the panel, The Wealth Partnership director Tony Rumble, contested Raftery's claim. "If practices are worth 0.75 times in 2023, there will be blood on the ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... he said. Among the financial planning practices that will share their key learnings are Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend, financial planner and partner ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution and marketing Tony Nejasmic described as a reflection of growing demand ...
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