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Latest articles

A long, slow walk to freedom

Mar 03, 2015
CEO David Heather and Managing Director of GPS Wealth, Grahame Evans, provide useful insight why we see an increase in advisers contemplating changing licensees, but yet the inertia to actually move remains.
Publication: IFA

A premium on value in portfolio management

Feb 02, 2015
CEO David Heather gives his view of why managed accounts is on a growth trajectory, and that the popularity of managed funds is not what they used to be.
Publication: Australian Financial Review

Emerging Trends in the new advice world

Nov 17, 2014
Financial advisers are actively seeking better ways to build, manage and administer direct portfolios, and they’re increasingly open and adventurous when it comes to adopting new technology, according to experts at the recent ASX Listed Product Accreditation Course (LPAC) Leaders Retreat held in Fiji. CEO David Heather was one of the speakers.

Paradigm makes $200m acquisition to drive growth into its MDA Service and deliver scale

Oct 06, 2014
Melbourne-based advisory firm Paradigm Wealth Management has added three experienced financial advisers and almost doubled funds under advice to $350million, following its acquisition of self licensed financial planning practice Portfolio Managers.
Publication: Paradigm Wealth Management