Peloton Partners

Financial planning

What should advisers consider before embarking on M&A?

It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and more could be gained from firms looking inward at t...

Financial planning

Video and recordings to be future of advice

Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser....

Financial planning

Advisers need to price their intangible value

Advice pricing should be the amalgamation of three layers – intangible value, services and advice, and structural complexity and additional value-add, according to a fina...

Financial planning

Most adviser fee models are not producing acceptable profit

Most ongoing fee models do not recognise client complexity, the regulatory and legislative environment, varying business costs, and advisers are not valuing their advice ...

Financial planning

Advisers told to charge what their advice is really worth

Instead of allowing a race to the bottom in terms of the cost of providing advice, financial advisers should be accurately assessing what their advice is worth and chargi...