Financial advice businesses with a younger, wealthier client base are enjoying higher valuations and increased attention from potential buyers than ...
With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s ...
Almost half of financial services businesses are being sold for cash with sales of up to $8 million, significantly reducing ...
With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer ...
The rise in interest rates is having a knock-on effect on financial advice M&A activity as buyers are finding themselves ...
The purchase of financial firms is varying by state with strong demand in Western Australia and buyers considering interstate deals.
The selling price of financial planning businesses has increased for the first time in 13 years with demand for older ...
Got an indifferent planning business with high exposure to grandfathered commissions and less than thorough paperwork? Don’t expect to be ...
Accounting practices were failing to see the same level of demand for their practices as financial planning practices due to ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
