A paper dissecting M&A trends in the local advice market considers how practice valuations and cash flows are warping and taking on similarities to accountant firms.
Matthew SmithDecember 9, 2019
AMP Financial Planning couldn't make managed discretionary accounts commercially viable in light of the conditions placed on the wealth manager's offering, the group's head of research has told Professional Planner's Researcher Forum.
Matthew SmithDecember 6, 2019
In the second part of our series on the voices of experience in wealth management, we continue the conversation with industry stalwarts about how we got here and what the path to professionalism looks like.
Professional PlannerDecember 2, 2019
As the advice industry moves quickly to define its future, there's never been a more important time to listen to those who have been instrumental in defining the past.
Professional PlannerNovember 29, 2019
A global panel of advice experts joined on stage to open the FPA Congress in Melbourne after CEO Dante De Gori highlighted the association's regulatory wins for 2019.
Matthew SmithNovember 27, 2019