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

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 weeks 1 day ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 days 11 hours ago

TOP PERFORMING FUNDS