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| | ... Perrett set up Freshwater Wealth, which is licensed by Centrepoint Alliance, and is joined by partners and financial advisers Jon Harris and Dean Fuchs. The three are former Westpac advisers, with Perrett, a 2022 FS Power50 financial adviser, having ... |
| | | ... mostly made up of traditional asset classes. "Drummond's new product caters to that client demand, while also giving advisers the benefits that come from utilising a managed account structure," he said. Drummond Capital Partners managing partner Tom ... |
| | | ... the Compensation Scheme of Last Resort (CSLR), considerably increasing the potential cost of the scheme to financial advisers well beyond the actuarial estimates," she said. "Ending the membership of Dixons as proposed, effective on 30 June 2024, represents ... |
| | | Five JBWere financial advisers will jump ship to Koda Capital as the latter expands its presence in Melbourne. Simon Talbot spent more than 23 years at NAB's JBWere where he was most recently a director and senior wealth adviser. Elizabeth Watson joins ... |
| | | ... Madison four years ago from OneVue, now Certane Corporate Trust, for about $4.5 million. At that time, it had 103 active advisers. As of last Thursday, the ASIC Financial Adviser Register shows it has 61. Once they transition, Infocus will be home to ... |
| | | ... included the introduction of Rhombus Advisory and the return of much of Insignia's stake in Godfrey Pembroke to its advisers. Olsen has been in the role since April 2018, overseeing Insignia's investment philosophy and the teams conducting managed ... |
| | | Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ... |
| | | ... Sentinel Private Wealth for more than a year before joining Life Plan FP in 2018. He also worked at Affinia Financial Advisers and My Adviser. |
| | | ... transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional advisers face as part of the country's $3.5 trillion intergenerational wealth transfer, including administrative inefficiencies ... |
| | | ... transactions a day, today that has grown to around 32,000 per day. "So, you can see the adoption of ETFs by investors and advisers. We've also seen more active managers coming to the market, and that shift is really increasing choice for investors ... |
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