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'Back in black': New entrants turn YTD adviser numbers positive

'Back in black': New entrants turn YTD adviser numbers positive
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Colin Williams , Financial Services , Centrepoint Group , Sequoia Group , Points Financial Services , Insignia Group , Fiducian Group , Bank Group , Group Holding , Macquarie Group , Wt Financial Group , Wealth Data , Bridges Financial Services , Dirigere Advisory , Four Points Financial , Alpine Financial , Four Points ,

Licensees recommencing to be a 'common theme' in 2024

Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past four weeks. ....

Colin Williams , Philborne Pty Ltd Dirigere Advisory , Steinhardt Holding Infocus , Wt Financial Group , Wealth Data , Sequoia Financial , Sambe Investments , Philborne Pty Ltd , Dirigere Advisory , Lifestyle Asset Management , Steinhardt Holding ,

Dirigere Advisory rebrands to Intelligent Planning

Financial advice licensing support provider Dirigere Advisory has rebranded to Intelligent Planning, hiring a new advice distribution manager in the process. ....

Western Australia , Phil Osborne , Matthew Wallis , Hayes Co , Intelligent Money Partnership , Dirigere Advisory , Intelligent Planning , Beta Advice , Canberra Based Hayes ,

Over 100 new advice licensees commenced this year

Six new financial advice licensees have begun operations in the past week and zero ceased, Wealth Data reveals, with more than 100 licensee owners commencing in 2023 alone. ....

United States , Financiallink Nextgen , Colin Williams , Acclime Group , Mancell Trust , Concord Licensee Services , Wealth Data , Money Management , Boston Wealth , Dirigere Advisory ,