Infocus to merge with PATRON

financial planning wealth management wealth management business financial advice

30 June 2014
| By Staff |
image
image
expand image

Dealer group Infocus Wealth Management has announced its intention to merge with PATRON Financial Services.

The company announced today that the proposal was subject to Infocus shareholder approval but the intention was to merge in late July.

Commenting on the move, Infocus managing director, Rod Bristow said the merger would create a national, independently owned wealth management business with 200 advisers providing financial advice to over 50,000 retail clients.

 

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 6 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 3 days ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 2 days ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 2 days ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 3 days ago

TOP PERFORMING FUNDS