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Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing their own clients for the first time.
As the financial advice industry looks to embrace career changers, Money Management speaks with a former teacher and international development worker who took the leap into advice.
Diverger acquired a stake in Melbourne-based Paragem advice firm Atkinson Saynor Private Wealth, using its transitional equity model.
Diverger believes Centrepoint’s FY22 results show its acquisition offer provided fair value and maintains consolidating the two licensees is a positive outcome for the industry. However, Centrepoint is eyeing its own acquisition opportunities elsewhere.