Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
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No single model wins: advice ownership set to stay diverse
The ownership and structure of financial advice businesses will remain varied and diverse in coming years. Whether it’s employee-owned, consolidation into so-called “super firms” or even fragmentation as established teams spin out into their own businesses, no single model is likely to dominate.
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