CPD: Is your approach to client risk profiling putting you at risk?

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Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by

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Infocus expands leadership team to support national advisory growth

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National advisory firm, Infocus, has announced two senior appointments aimed at supporting the expansion of the firm’s revised operational model across Australia. Seasoned financial advice sector executive Matthew Fogarty has

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Infocus unveils bold new direction in support of high-quality national advice

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National advisory firm Infocus took the wraps off an exciting revised national adviser business model, built to empower sustainable growth and flexible operations for financial advisers, advisory practices, license holders,

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Infocus adds a third new senior executive to its leadership team

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Financial services dealer group Infocus Wealth Management has delivered another significant announcement in respect to their dynamic leadership recruitment program. Founder and Managing Director, Darren Steinhardt confirmed, ‘We are delighted

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Infocus scoops double senior executive talent

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Infocus Wealth Management has pulled off a stunning coup, snaring senior executives Jeff Mitchell and Craig Meldrum from a rival dealer group. Mitchell has been appointed to the newly created

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Infocus financial advisers dig deep for children’s charity

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Infocus has presented the Starlight Children’s Foundation with a cheque for $8340.50. Speaking at their national head office on the Sunshine Coast, Infocus Managing Director Darren Steinhardt said “As Financial

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New Infocus Director brings global perspective

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Infocus Wealth Management Limited has announced that it has appointed Mr Roy McKelvie as an independent Non-Executive Director and Chairman-elect to the group’s Board of Directors. Roy’s career spans financial markets

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