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Showing 1 - 6 of 6 results for "Tim Townsend"

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... wait until their next meeting with the client to sign off on changes, Townsend Cobain adviser and founding partner Tim Townsend says. "The issue became that very often you might make a decision to make a change to the client portfolios, but you might ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
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. "What ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend, financial planner and partner at Townsend Cobain, will be the day's MC. To view the full agenda, click here. To view ...

Money managers eye household debt

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... been going up, volatility has become and remained exceptionally low," he says. TownsendCobain private wealth adviser Tim Townsend agrees, saying he has been warning clients to prepare for a shift. "We're 10 years into a bull market, and while bull markets ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... Among the financial advisers speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder and managing director ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... Among the financial advisers speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder and managing director ...
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