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KATIE JOHNSTON
Financial planning
As planners may struggle to obtain finance to buy new practices, vendor finance may be a solution, according to a law firm....
Financial planning
The buyer of last resort process is more complicated than advisers might expect as some licensees are focusing on where they can manoeuvre away from the agreed valuation,...
Financial planning
Advisers are in a position to demand more stringent warranties when they are looking to buy portfolios, The Fold Legal believes....
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Podcast
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...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...