FYG Planners recently featured on IFA magazine’s podcast discussing the subject of single adviser practices. Managing Director Peter Mancell, General Manager Andrew Wootton, and Danny Maher of Fiducia Private Wealth all featured. They unpacked some of the myths about running an advice business solo and discuss what they think are the essential ingredients for success […]
Blog
Single Adviser Practices Can Survive & Thrive
February 10, 2021
FYG Planners notes the recent comments in IFA “Are One Man Bands Going Extinct” 10 Feb, 2021. In contrast to the comments made regarding the viability of single adviser practices, this is not, and has not been the experience FYG Planners have had with single adviser practices. FYG Planners Managing Director, Peter Mancell suggests that […]
December Quarter & 2020 Review
January 20, 2021
Economic Overview 2020 will be a year of note in the history books. The problems started pre Q1 when spring 2019 bushfires seemed to rage endlessly in parts of Australia, extending into Q1 and contributing to one of the country’s worst bushfire seasons on record. Hot on the heels of the bushfires, the COVID-19 pandemic […]
Iress supports FYG to adopt data-driven advice compliance
December 8, 2020
Iress today announced FYG had adopted its data analytics software, Lumen, to automate and streamline compliance monitoring. FYG is a privately owned network with over 70 advisers located across Australia. The implementation of Lumen, integrated with Xplan, will support its advisers by proactively scanning for key risks such as non-compliance with ongoing service and FDS […]
David Rae of Federation Financial Listed in FS Power50
October 28, 2020
FYG Planners would like to congratulate David Rae of Federation Financial Services for being included in the FS Power50. This list is made up of the 50 most influential financial advisers in the country according to the readers of Financial Standard and FS Advice – The Australian Journal of Financial Planning. In the making of […]