With consolidation on the increase in the financial advice arena, competition for good practices is strong. However, not all sellers have realistic expectations about the value of their practice, so acquirers need to follow a detailed and pragmatic process in getting the best value for money. In this section we provide the latest advice and insights from experts in the field for buyers to get the best bang for their buck.
Succession planning is a major issue for non-bank advisers. Paul Barrett explains that there are a number of key considerations for both buyers and sellers in the practice sales and acquisition process. 0Read More
There is a significant imbalance between supply and demand of financial planning practices at present. There are a number of drivers behind this and Stephen Prendeville says both dealer groups and practices will be impacted in a number of ways. 0Read More
Home truths about recruiting advisers. Many financial planning business owners are facing being approached with offers too good to refuse from competitor dealer groups, but then not taking up these offers. 0Read More