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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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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 4 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

5 days 1 hour ago