“Every day we get up and we try to make our business a little bit better,” Canion says.
“There’s a skill in putting a business together that can honour the commitments that were made to clients 20 years ago, when they first became a client of the practice, that you still have to honour today, but remain relevant to people who walk in the door for the first time. Read the full story here.
An inaugural winner, ipac Western Australia took home the first ever FPA Professional Practice of the Year Award for its role as an ‘entrepreneurial leader’ in the provision of financial advice, technology and its marketing and events expertise. The practice, led by its principal Patrick Canion, was also recognised for its commitment to staff development, charity and the community.
Canion said on receiving the award: “For the last 18 years, I’ve tried to put a team together where – everyday – we try and make our business a little bit better so it was very gratifying to receive acknowledgement for that.” Read full story here.
Best in class – and among the best in the world.
The best Australian advice businesses are world class. Rajini Kodialam, co-founder and managing director of the New York-based Focus Financial Partners has built a $US500 million business by acquiring equity stakes in Registered Investment Adviser (RIA) firms – the US equivalent of the Australian non-aligned practices. She says the quality and potential of the best Australian firms is second to none. Read Full story here.