Godfrey to chair Glebe
Godfrey Pembroke founder John Godfrey has been named as chairman of Glebe Asset Management’s financial planning arm.
Godfrey will chair Glebe's Financial Planning Advisory Council which oversees financial planning for the Anglican church-based group.
Glebe's financial planning operations currently oversees $25 million on behalf of its clients. It complements the funds management operations which manages $500 million on behalf of the Anglican Church Diocese of Sydney and $90 million in its retail ethical funds.
Glebe says it aims to deliver "ethical outcomes sought by clients".
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.