Dealer group RI Advice Group (RI) has recruited Perth-based advice practice The Wealth Designers to its network.
Wealth Designers principal, Troy MacMillan, said: “What we found at RI was a dealer group that wanted to support our business growth. They understood our strategy and there was cultural alignment with a ‘client-centric’ approach and absolute commitment to providing quality values based advice.”
“We were also impressed by the levels of expertise across all of the dealership team and the wealth of resources available, particularly in the area of marketing and communications” said Mr MacMillan.
RI’s Head of Practice Development Peter Ornsby said the group had recently introduced additional dealer group staff in Perth so it could provide “on-the-ground support” for advisers based in Western Australia.
The RI group has grown from about 200 advisers at the beginning of 2010 to 257 advisers across 125 member firms as of 31 January 2011.
