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Professional Planner/FPA Best Practice Forum 2017 – Photo Gallery

Professional Planner

9 August 2017 11:51

 

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PictureWealth becomes mega-licensee with Capstone takeover

PictureWealth becomes mega-licensee with Capstone takeover

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PictureWealth becomes mega-licensee with Capstone takeover

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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 M&A.

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Only advice and product together can deliver retirement confidence

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What a brief encounter with Elon Musk taught me about the limits of capitalism

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InterPrac advisers handed lifeline to move licensees

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Private market product proliferation signals end is nigh

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FAAA looks overseas to address chronic shortage of advisers

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Ironbark to consolidate brands in shake-up to create national firm

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Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.

We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

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