Four advice industry leaders share tips from their career experiences and what has helped progress to their senior leadership positions.
A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm and run by experienced adviser Charlie Viola.
With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-minded businesses to provide more Australians with advice.
Schroders has appointed two senior leaders to its board, having appointed a new global CEO earlier this month.
An acquisition of two advice practices by a national advice group has led to a shift in financial adviser numbers, with one losing 33 advisers as a result.
Former RBA governor Philip Lowe has been appointed to the board of Barrenjoey as an independent non-executive director, six months after his first post-RBA move.
The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals.
Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business.
Platform HUB24 has taken a minority stake in an alternative investment company to design and offer a range of alternative products to financial advisers.
