Advice profession slips below 15.6k adviser mark
With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line.
Source: moneymanagement.com.au
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Which licensee has seen the highest adviser losses FYTD?
Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over the period.
Source: moneymanagement.com.au
Adviser Innovation Summit 2023 to future-proof advice
The summit is back in 2023 with a focus on how advisers can adapt to transform and thrive in the future. As the advice industry copes with economic uncertainty and generational shifts in wealth manage
Source: investordaily.com.au
Fitzpatricks announces partnership with Brisbane-based advice firm
Fitzpatrick Private Wealth (FPW) will enter a strategic partnership with Rothgard Financial Partners. The news comes as the Brisbane-based advice firm’s founder Ross Vanderwolf and principal Gino S
Source: ifa.com.au
Privately owned licensee appoints new CEO
Privately owned licensee appoints new CEO Privately owned licensee appoints new CEO The advice group has promoted its chief operating officer to head the business as its founder steps back to an executive chairman role. A A In a statement, Fitzpatricks Group said it has appointed Jodie Blackledge to the role of chief executive, replacing the firm’s co-founder John Woodley. Ms Blackledge had been Fitzpatricks’ chief operating officer and chief financial officer since 2018, and had held previous roles at The Trust Company and insurance broking firm AUB Group. Mr Woodley said he would move i...
Source: ifa.com.au