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AU

Former Diverger Chief to Lead VBP

Financial services outsourcing company, Vital Business Partners, has appointed the former Managing Director of Diverger, Nathan Jacobsen, as its incoming CEO. The company says his mandate is to accelerate the firm’s growth and redefine how professional advisory businesses deliver value to clients. Jacobsen departed Diverger in March, following the group’s merger with Count. Prior to […]

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AU

VBP Supports Expansion with New Roles

VBP has announced three newly created leadership roles to support the firm’s continued expansion in the financial advice industry. The appointments follow VBP’s acquisition of specialist financial planning, consulting and coaching firm Elixir Consulting this week, with founder Sue Viskovic taking on the role of VBP general manager, consulting. Amanda Yun has also been appointed […]

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AU

VBP, Elixir Join Forces for AI

High-profile business coach Sue Viskovic has inked a deal to sell her Elixir Consulting business to Philippines-based Virtual Business Partners as the service providers prepare for what they anticipate will be a wave of disruptive change from artificial intelligence (AI). Professional Planner can reveal that VBP will acquire 100 per cent of Elixir in a […]

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AU

VBP opens third office location in PH

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 consulting and coaching firm Elixir Consulting. Amanda Yun joins VBP as chief growth officer and Shaun Nesbitt has been appointed chief information and digital […]

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AU

Successful practices to increase capacity

Australians are warming up to the idea of financial advice following Michelle Levy’s QOA Review and firms need to prime themselves to meet this new demand, according to Virtual Business Partners (VBP). Many clients had read the recommendations and were under the assumption they had already been implemented, explained Andrew Rocks, VBP’s head of partnership […]

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AU

‘Unsustainable’ old dealer group model drives AZ NGA stake in VBP

Virtual Business Partners’ search for a long-term capital partner has concluded with AZ Next Generation Advisory and financial advisory business Invest Blue co-investing in the Australian-owned, Philippines-based paraplanning and back-office provider. The deal announced on Monday will see AZ NGA and Invest Blue acquiring a 40 per cent stake in VBP, while the group’s management […]

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AU

AZ NGA, Invest Blue Partner with VBP

Professional services utility, AZ Next Generation Advisory (AZ NGA), and national financial advisory business, Invest Blue, have joined forces to co-invest in Australian-owned, Philippines-based paraplanning and back-office solutions provider, Virtual Business Partners (VBP). Under the deal, AZ NGA and Invest Blue will acquire a 40% interest in VBP with the group’s management team increasing their […]