Video snapshot: Dealer Group Summit

Professional Planner Online asked presenters, panelists and delegates to reflect on another successful Professional Planner Dealer Group Summit and the issues discussed.

Financial Planning Association general manager of policy & government relations Dante De Gori

 

 

Premium Wealth Management general manager Paul Harding Davis

 

 

Perennial Investment Partners head of retail funds management Brian Thomas

 

 

Baker & McKenzie partner Astrid Raetze

 

 

Godfrey Pembroke general manager Tom Reddacliff

 

 

AIA Australia head of product and marketing Tim Tez

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PictureWealth becomes mega-licensee owner with Capstone takeover

PictureWealth becomes mega-licensee owner with Capstone takeover

PictureWealth continues to evolve from its fintech heritage, with the acquisition of Capstone Financial Planning turning it into a licensee owner with scale. CEO Allan Maitland tells Professional Planner the group still has the desire for further acquisitions.

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