A financial planner’s guide to complying with the new FoFA rules, and how adhering to the FPA’s code of professional practice can help negotiate a potential minefield.
Professional Standards
‘One kitchen, two dining rooms’: How Evalesco and Principal Edge integrated post-merger
The merger between Evalesco and Principal Edge has seen the behind-the-scenes integration of two firms that have retained separate public-facing brands. But it’s meant that long-time Evalesco CEO Jeff Thurecht has stepped back from advice duties, shrinking his personal client base from 120 to zero, so he can focus on managing both businesses.
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