Scully, Spiers and Lambert…old dogs or new tricks?
What do Count’s Barry Lambert, RetireInvest’s Mark Spiers and Bridges’ Colin Scully all have in common?
What do Count’s Barry Lambert, RetireInvest’s Mark Spiers and Bridges’ Colin Scully all have in common?
Yes, they are all high profile financial planners and dealer group bosses. But more importantly, these four are also at the “vanguard of teaching old dogs new tricks”. They are the financial planning industry’s answer to the three wise men ushering in a new economy. They are the vi-sionaries of the new millennium.
Well maybe. Hartley Poynton coughed up a mozza for a double page ad in last week’s Financial Review celebrating the launch of the JDV project, the new economy Internet/ software business HP plans to spin off from its old economy investment and stock broking business. The ad listed about 200 business types; all of whom are at the “vanguard” of the new economy.
In the ad, Barry, Mark and Colin got to rub shoulders with the likes of James Packer, Rene Rivkin and the who’s who of financial services such as Westpac honcho David Morgan and BT chief Ian Martin. Lifespan’s John Ardino and Bleakley’s Lyle Jones also got a guernsey.
Reading between the lines on the ad, it seems Hartley Poynton was either paying homage to ex-isting clients or sucking up to potential clients for its online managed funds broking and online share broking back office services.
Is there something that Barry, Mark, Colin et al are not telling us?
Recommended for you
As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AFSL's collapse.
With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial adviser if they want to futureproof their business.
Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform.
The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players.