PETER WORN

Financial planning

The makeup of staff in advisories will need to radically change as more affordable cloud-based computing speeds up the advice generation process, according to Finura Grou...

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Financial planning

Open data ecosystems designed by tech giants will drive down the time taken to produce advice, and the most important decision an advisory can take is choosing to adapt w...

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Financial planning

Peter Worn and Aron Satchell have announced they have expanded Finura Group’s reach into technology consultancy by launching its independent wealth technology advisory ar...

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MARKET INSIGHTS

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

3 weeks 4 days ago

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

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 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. ...

5 days 20 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days ago