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Financial planning
Almost half of financial services businesses are being sold for cash with sales of up to $8 million, significantly reducing the time taken for parties to transact....
Financial planning
With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...
Financial planning
The rise in interest rates is having a knock-on effect on financial advice M&A activity as buyers are finding themselves approved for financing that is up to 30% lower th...
Financial planning
The purchase of financial firms is varying by state with strong demand in Western Australia and buyers considering interstate deals....
Financial planning
The selling price of financial planning businesses has increased for the first time in 13 years with demand for older clients and complete licensee groups of 50 to 200 au...
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....
Financial planning
Accounting practices were failing to see the same level of demand for their practices as financial planning practices due to lack of confidence and higher levels of busin...
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Podcast
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...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...