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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....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...