Report Sophie Atkinson - Financial Planner (Visualise Wealth)

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Investment Leadership Awards 2020 | Highlights

The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager. What makes these awards different from others? ... Watch video

Dixon Advisory clients should be heard at Senate inquiry: Anderson

13 January 2025, 12:34pm

Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients. Read more

WA financial planning firm acquired by US insurance broker

13 January 2025, 12:09pm

Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving ... Read more

Adviser number growth shoots?

10 January 2025, 12:56pm

The number of advisers that have exited the industry over the past four or five years appears to have plateaued, albeit another decline in 2023, last year's figures suggest that the losses have stabilised ... Read more

Morgans Financial crowned largest licensee

8 January 2025, 12:39pm

Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Read more

Invest Blue expands offering with new acquisition

17 December 2024, 12:22pm

The advice firm has acquired a wealth protection and estate planning provider. Read more