In the first of our fortnightly series on money management for different generations, it is all about paying yourself first and saving early to benefit from compound interest for Gen Z
As far as licensees were concerned, Financial Services Partners saw a departure of 10 adviser roles, Bridges Financial Services was down eight roles and Perks & Associates lost six roles.
Williams said that there was again a log tail of losses with 14 licensees down by two and 39 licensees down by one role.
At the same time, 36 licensees made net adviser role gains of 64.
“Leading the way was Hoxton Capital Management, a UK based firm with nine taking its Australian holding to 11. All nine advisers appear based overseas, eight in the United Arab Emirates (UAE) and one in the UK. None had prior entries on the ASIC FAR,” Williams said.
SimplyBiz launches online protection hub
By Jean-Baptiste Andrieux 6
th May 2021 10:22 am
SimplyBiz has launched an online protection hub to bring compliance, training and research under one roof.
The hub also gives access to SimplyProtect, a panel of protection providers offering enhanced terms and support for SimplyBiz members.
As such, SimplyBiz aims to increase the ease of accessing existing support as well as new initiatives.
SimplyBiz created this new hub after a significant rise in engagement over the past 12 months, with 3,400 members attending protection focused events.
It also saw a sharp rise in the number of compliance and supporting material downloaded from the firm’s site.
23
SimplyBiz appointed Hoxton Capital Management to its DB pension transfer referral panel today.
Hoxton is the first partner of SimplyBiz to offer an international solution, as it is part of a network reaching out to clients in the EU, US, Australia, and the Middle East.
Dealing with clients living outside of the UK has proven to be a knotty task and Brexit has added a new layer of difficulty.
With Hoxton’s appointment, SimplyBiz will be able to better address the requirements of its UK clients with overseas assets or cross-border financial interests, such as DB pension transfer to a foreign country.
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