4 advice firms merge to create Esencia Wealth
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.
Source: moneymanagement.com.au
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NEOS names retail, strategic sales leads
The life insurer has promoted two from within to the roles of head of retail sales and head of strategic sales, as it sets in motion expansion plans.
Source: financialstandard.com.au
How to successfully change careers into financial advice
From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financial advice profession.
Source: moneymanagement.com.au
What should advisers consider before embarking on M&A?
It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and more could be gained from firms looking inward at their own practice.
Source: moneymanagement.com.au
School fees: Seven ways to cope with school fees set to rise by up to 18pc
Many parents are making big sacrifices to put their children through private schools. These strategies can ease the financial burden.
Source: afr.com