scale

Financial planning

Selfwealth acquirer bets on mass affluent market

Selfwealth’s acquirer, Syfe Group, has said the firm is hopeful of opportunities from the mass affluent population as it believes a gap exists between DIY brokerage and f...

Financial planning

Boutique practices confront prospect of scaling advice

Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact...

Financial planning

AZ NGA’s Barings deal allows its larger practices to grow

AZ NGA’s CEO has unpacked how its recent $345 million debt facility from Barings will accelerate its advice network’s growth ambitions, and allow its largest firms to acc...

Financial planning

Scaling up a ‘bigger, better and stronger’ advice network

WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, bette...

Funds management

Scale and consolidation to be at the ‘forefront’ in 2025

Expanded product ranges fuelled by M&A will be critical for wealth and asset managers to compete in 2025, according to EY’s wealth and asset management leader Rita Da Sil...

Financial planning

Creating extra scale without extra headcount

Founder and financial adviser Brad Symes explains how his practice is looking to double its revenue through the use of technology, enabling it to achieve scale without hi...

Financial planning

Futureproofing an advice practice as a business owner

With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...

Financial planning

Knowing when to scale up an advice business

VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling...

Financial planning

The ‘magic number’ in advice practices

Two financial advisers have identified the “magic number” of advisers within a practice to achieve maximum efficiency and greater work/life balance....

Financial planning

The scalability benefits of managed accounts

The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....

Financial planning

To scale or not to scale a growing advice practice?

The decision to scale up a small advice practice can be a difficult judgement call. Money Management speaks with two advisers on whether the potential gains outweigh the ...

Financial planning

Scale key to future advice business, Fortnum says

Advice businesses will find the future increasingly challenging unless they can gain the necessary advantages of scale, according to a new report from Fortnum Private Wea...

Financial planning

Will FASEA rules make intra-fund, scaled advice unviable?

There is real danger that the rules flowing from the Financial Adviser Standards and Ethics Authority will make the delivery of intra-fund, scaled advice and limited lice...