Advise Wise News Today

Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers.

Advise Wise has appointed Aaron Conlon as managing director. Conlon joins from equity release brokerage Fluent Lifetime, which he founded in 2018. Prior to this, he held positions at More2life, where he served as director of operations and change, and Mortgage Advice Bureau (MAB) as the proposition director for later

Aaron Conlon has been appointed managing director of later life sourcing platform Advise Wise to drive its strategy.

Advise Wise, a leading sourcing platform for later-life advisers, has released an improved research PDF document to help with compliance and audit processes. The document offers advisers a more efficient and transparent way to access key quote information. The upgraded research document also showcases all crucial

Good morning and welcome to your Morning Briefing for Tuesday 13 February 2024. To get this in your inbox every morning click here. AI and compliance With the world and its wife talking about artificial intelligence (AI), advisers would have to be working in a bunker to be unaware of its potential impact on the

Good morning and welcome to your Morning Briefing for Friday 10 November 2023. To get this in your inbox every morning click here. War in Ukraine created ‘perfect storm’ for ESG investing The “perfect storm” for environmental, social and governance (ESG) investing was triggered by the war in Ukraine, according to

Advise Wise has launched a package to ensure that later life sales are in line with best practice guidelines, in the wake of the regulator's critical review of marketing in the sector.   The equity release platform says its fact find and suitability letter system offers guidance to “ensure that equity release advice

It is ‘vital that advisers have a wide range of solutions for their clients’

Advise Wise has launched a broker contacts directory on its platform that ranges from lenders to skilled craftsmen.   The later life lending sourcing platform says its database houses a wide variety of reliable businesses allowing brokers to boost “the value they bring to their clients”.   It adds that the firms

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