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JOHN BIRT
Financial planning
The purchase of financial firms is varying by state with strong demand in Western Australia and buyers considering interstate deals....
Funds management
Growing financial advice practices to gain scale to meet the challenging new environment is being made harder by bank lending policies....
Financial planning
Got an indifferent planning business with high exposure to grandfathered commissions and less than thorough paperwork? Don’t expect to be rushed by potential buyers....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...
He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...
A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...