As Australia’s population continues to get older, so will its financial needs change and evolve. Herein lies the dual edged sword of opportunity and threat for most financial planning businesses. Consider the following key findings from the latest Business Health database: The clients 53 per cent are 60 years of age or older Almost 50 […]
Terry BellJuly 2, 2015
Terry Bell assesses the ability of financial planning practices to cope with regulatory change. Upfront we rate the overall health of Australian practices at 53 per cent (down from our 2009 analysis of 57.6 per cent).
Terry BellJune 1, 2011