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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
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...