Search Results | Showing 1 - 10 of 81 results for %22Boutique Financial Planners%22 |
| | ... Kelly King, and Carla Williams of Sufficient Funds are finalists for the FAAA Inspire Women Excellence in Advice Award. Boutique Advisers, Future Gen Solutions, and Warr Hunt are nominated for FAAA Professional Practice of the Year. FAAA Gen Next Rising ... |
| | | ... Management, taking its total funds under management to just under $500 million. Clearwater Portfolio Management is a boutique based in Byron Bay which runs the Clearwater Dynamic Portfolio. The acquisition will allow Clearwater clients access to the ... |
| | | Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ... |
| | | The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was ... |
| | | ... growing cohort of self-licensed planners. Almost a third of advisers currently hold their own AFSL or operating in a boutique AFSL, showing a two-fold increase since 2016. "More planners are heading down the self-licensing route, whether by choice or ... |
| | | ... practices with middle-aged clients paying good fees, with professionals piquing buyers' interests, and tend to be larger boutique planning firms with all-employed financial planners, who either have pre-approved lines of liquidity or directly hold ... |
| | | ... distribution in the retail market, servicing national dealer groups, platforms, retail investment consultants and independent financial advisers. He joins former Challenger colleague, Vito D'Introno, who left as Challenger's head of retail sales ... |
| | | ... monitoring body. Code Monitoring Australia was established by the AFA and FPA in conjunction with the Boutique Financial Planners, the Financial Services Institute of Australasia, the Self-Managed Super Fund Association and the SAFAA. Brad Fox, former ... |
| | | ... the trend towards self-licensing. About 24% of those surveyed now operate their own AFSL or belong to a self-licensed boutique. About 55% intend to remain with their existing dealer group. However, Peker explained that 91% of advisers surveyed sought ... |
| | | The former general manager of tailored solutions at IRESS is now leading a boutique financial advice group. Andrew Wootton has been appointed general manager of FYG Planners, following more than 11 years at IRESS. Bringing more than 30 years' experience ... |
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