The summit is back in 2023 with a focus on how advisers can adapt to transform and thrive in the future. As the advice industry copes with economic uncertainty and generational shifts in wealth manage
Focusing on “complex clients” that can get the most value of it’s Lead Adviser program is more important than scale according Fitzpatricks Private Wealth.
Fitzpatrick Private Wealth (FPW) will enter a strategic partnership with Rothgard Financial Partners. The news comes as the Brisbane-based advice firm’s founder Ross Vanderwolf and principal Gino S
As flexible working arrangements have become more commonplace in the wake of the pandemic era, the advice industry is faced with a challenge in making the industry attractive, not only to new entrants but to existing members.