Forte Asset Solutions launches new service
Forte Asset Solutions has created a new service offering to assist advisers moving to boutique or self-owned licences.
Speaking at the AIOFP conference in New York, Forte Asset Solutions managing director Stephen Prendeville announced Forte Consulting Solutions.
Mr Prendeville said the new business is intended to “help fill the void that will emerge when advisers leave their dealer group” by providing business development, marketing, and human resources services.
“The industry is uniquely positioned at the moment with all the evidence suggesting a significant migration of advisers from the institutionally and aligned dealer groups,” Mr Prendeville said.
“Whilst this shift has been slowly building, the royal commission has hastened advisers’ plans to put some distance between them and the aligned dealer groups and differentiate themselves with consumers.”
He said there are “a number of professional specialists” behind the business enabling it to assist with practice management and various other functions.
“Each specialist operates independently with their own long-term market relationships. Under Forte they will come together to provide a peer review on a subject practice or dealer group,” Mr Prendeville said.
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