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Everything from VBP - Vital Business Partners

VBP appoints Craig Kouimanis as Chief Growth Officer

From VBP - Vital Business Partners

Financial planning outsourcing specialists, Vital Business Partners (VBP) has appointed Craig Kouimanis to the newly created position of Chief Growth Officer, as the group sharpens its focus on expanding existing

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25 Sep 2026

New VBP report highlights significant changes to the pricing of advice

From VBP - Vital Business Partners

Fixed advice fees have replaced models that include asset-based fees as the most common pricing model for ongoing service, reflecting the profession’s increasing focus on non-investment related matters such as

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10 Sep 2026

VBP appoints Mark Fisher as Chief Executive Officer

From VBP - Vital Business Partners

Financial planning outsourcing specialists, Vital Business Partners (VBP) has appointed former Godfrey Pembroke Chief Executive Officer, Mark Fisher, to lead the group into its next phase of growth. Fisher will

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21 May 2026

New VBP guide for principal advisers to grow and scale with confidence

From VBP - Vital Business Partners

Principal advisers looking to build large, highly profitable businesses must choose between being a great adviser or a great chief executive officer because, at scale, they can’t be both, according

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05 May 2026

New VBP report identifies attributes of high performing advice businesses

From VBP - Vital Business Partners

Top advice firms display operational maturity, which is evidenced by ten essential characteristics, leading to EBIT margins of 35-40 per cent and employee and client satisfaction scores of 90+ per

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19 Mar 2026

VBP supports ASIC recommendations on outsourcing arrangements

From VBP - Vital Business Partners

Outsourcing specialists, Vital Business Partners (VBP) has urged financial advice businesses to review their outsourcing arrangements to ensure adequate governance and risk management, following the Australian Securities and Investments Commission’s

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11 Nov 2025

RI Toowoomba Group partners with VBP to nearly double outsourced team

From VBP - Vital Business Partners

Financial planning business, RI Toowoomba Group, has significantly expanded its relationship with outsourcing specialists, Vital Business Partners (VBP), by adding four financial planning assistants and upskilling existing senior financial planning

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26 Feb 2025

Former Diverger Chief to lead VBP into new advice era

From VBP - Vital Business Partners

Financial services outsourcing company, Vital Business Partners (VBP), has appointed the former Managing Director of Diverger Limited, Nathan Jacobsen, as its incoming Chief Executive Officer, with a mandate to accelerate

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02 May 2024

VBP expands leadership team following acquisition of Elixir Consulting

From VBP - Vital Business Partners

VBP has created three new roles in its leadership team to assist the firm’s continued expansion in the financial advice industry. The appointments follow VBP’s recent acquisition of specialist financial planning

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13 Nov 2023

VBP appoints new technical lead as it expands into accounting and bookkeeping

From VBP - Vital Business Partners

VBP has appointed a new technical lead to its team as it broadens its client services into accounting and bookkeeping. Founded in 2013, VBP provides off-shore specialist assistance and support to

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26 Jul 2023

Earn CPD Points

CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]