iscover
Get the latest news! Subscribe to the ifa bulletin.| subscribe >
What does the advice practice of 2020 look like?
EXCLUSIVE A handful of leading financial advisers from across Australia reveal the strategies they are adopting to drive growth over the coming year.
On 20 November 2019, ifa held its inaugural Advice Practice of 2020 Roundtable, partnered by Iress. The Sydney event saw four advisers come together to discuss how they are managing change, what options they are exploring for growth and how new technologies are driving efficiencies and client engagement in their practices.
The roundtable was hosted by ifa editor James Mitchell and included Iress CEO Andrew Walsh, Iress managing director of wealth management Tizzy Vigilante, Natalie Berrell of Private Wealth Partners, principal partner at Birling Wealth Management Mark Malone, Integral Private Wealth founder David Simon, and Finnacle founder Prashant Nagarajan.
Advertisement
Advertisement
9 commentsjoin the conversation
latest news
Centralised practicing certification needed to ensure advisers are 'fit and proper', says firm
Insignia believes advisers should be issued a practicing certificate by a centralised body. ...
ASIC obtains freeze order against individual who allegedly misused millions in investor funds
The corporate regulator has put out a call, advising any person who is concerned they have received financial services from, or invested with, Ashley ...
APRA says it's 'unapologetic' about using new superannuation powers
APRA chair Wayne Byres has told super trustees to brace for “some rough seas” ahead. Speaking at a Trans-Tasman Business Circle event, Wayne Byre...
Subscribe to the ifa bulletin
Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Adviser Innovation
- Australian Aviation
- Cyber Security Connect
- Defence Connect
- Fintech Business
- Independent Financial Adviser
- Investor Daily
- Lawyers Weekly
- Mortgage Business
- Nestegg
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- The Adviser
- Wellness Daily
- Which Investment Property
- World of Aviation
EVENTS AND STREAMING
- Accountants Daily 30 Under 30 Awards
- Accountants Daily Strategy Week
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian Broking Awards
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Space Awards
- Better Business Awards
- Better Business Summit
- Boutique Law Summit
- Business Accelerator Program
- Corporate Counsel Awards
- Corporate Counsel Summit
- Defence Connect Budget Lunch
- ifa Business Strategy Day
- ifa Client Experience Workshop
- ifa Excellence Awards
- Lawyers Weekly 30 Under 30 Awards
- Lawyers Weekly Masterclass Series
- New Broker Academy
- Partner of the Year Awards
- REB Awards
- SME Broker Bootcamp
- SMSF Adviser Technical Masterclass
- The Adviser Study Tour
- Women in Finance Awards
- Women in Law Awards
- Women in Real Estate Awards
- Wraps, Platforms and Masterfunds
Copyright © 2022 MOMENTUMMEDIA
Website Notifications
Get notifications in real time and stay up to date with content that matters to you.