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FPA CEO to step down FPA CEO to step down FPA chief executive Dante De Gori has announced he will step down from his role at the end of 2021. A A FPA confirmed on Monday that Dante De Gori has advised the board of his decision after six years as CEO and 12 years with the association. “With the FPA’s five year MAC strategy in place and the launch of the FPA Policy Platform Affordable Advice Sustainable Profession, the time is right for a new custodian to lead this amazing organisation,” Mr De Gori said. “I will forever be grateful to everyone who has supported the FPA, it has been both an honour and privilege to have served in this role. ....
Practical, flexible compliance parameters, clear segmentation and a high level of transparency will be key tenets for licensees looking to thrive in the modern advice arena according to Alan Logan, the former general manager of MLC’s Godfrey Pembroke dealer group, which is now in the hands of IOOF. In a research paper on licensee relationships to be published under the name of his consultancy firm Marcona Partners, Logan – who ran MLC’s flagship brand between 2015 and 2020 – outlines the challenges licensees face and what it will take for them to thrive in a fractured market. Chief among these issues – the paper outlines 10 – is the need for licensees to take a pragmatic “partnering and coaching” approach to compliance, something Logan believes advisers are placing a premium on in the post-Royal Commission era. ....
Are the big banks plotting a return to wealth? afr.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from afr.com Daily Mail and Mail on Sunday newspapers.
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CountPlus on Thursday announced that one of its member firms, Unite Advisory, has finalised the terms of its acquisition of Bentley Brett & Vincent (BBV), an accounting and financial advisory firm based in Coffs Harbour. Advertisement ); googletag.cmd.push(function() { googletag.display( div-gpt-ad-1606778434582-0 ); }); } Advertisement
The deal will see Unite Advisory make an initial cash payment of $1.445 mill ....
CountPlus firm acquires NSW practice CountPlus firm acquires NSW practice A CountPlus member firm has finalised terms to acquire and merge the business of a Coffs Harbour-based practice. A A The listed advice group announced its Unite Advisory firm has acquired Bentley, Brett & Vincent (BBV) that is structured as an initial cash payment of $1.445 million with further deferred payments to total $1.7 million. Following the completion of the proposed acquisition, BBV’s Veronica Bruce will join Victoria Studley and Hilary Acheson as a principal and shareholder in Unite, while she will also become an authorised representative of Court Financial. Ms Studley will remain managing director of the combined Unite/BBV business. ....