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3 major licensees welcome adviser gains amid 'volatile' June

Freshwater Wealth to scale up through adviser pipeline

Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base.

Which 2 licensees lead the way in share price growth?

Only two of the listed financial advice licensees have seen growth in their share price over the past year, half the volume in December 2023.

Centrepoint Alliance hot on heels of 3 major licensees

Freshwater Wealth launches

A former Viridian Advisory financial adviser has stepped out to launch a new venture, Freshwater Wealth, which caters to high-net-worth individuals.

Advisers launch 'education-based' firm for HNW clients

Daily online news, analysis, feature articles, reports and business strategy geared to helping Australia s financial planners and advisers drive business growth

New advice practice launches under Centrepoint's AFSL

A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single women.

Will adviser numbers see greater stability in 2024?

2024 adviser exodus predicted to be less severe

Daily online news, analysis, feature articles, reports and business strategy geared to helping Australia s financial planners and advisers drive business growth

Arteva Funding boosts sales team with key leadership hire

Other strategic appointments in the sales team revealed