Independent Advice steps up to the plate
Peter Johnston
Independent Advice has begun 2008 in full swing as the chief sponsor of the Independent Advice Claxton Shield Baseball Series, which commenced in Adelaide recently.
Independent Advice director Peter Johnston threw out the first pitch to begin the series, which will be hosted across Australia, wrapping up in early February.
Commenting on the sponsorship, Johnston said the series has so far been well received.
“The series has already proven itself an absolute boon for our members as they are attending the games in each state,” he said.
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.