The number of advisers in the profession has fallen after an uptick prompted by exam passes, with this week’s losses mainly driven by Insignia and AMP, according to Wealth Data.
Like most success stories, the impressive numbers for Infocus belie the hardship and the graft. It hasn't been easy, Steinhardt says, with "a lot of trial and error", and despite the strength of the licensing venture there are still tough days for the affable CEO.