Amid a flurry of mergers and acquisitions in the advice industry, a legal consultant warns both buyers and sellers to beware. Deep warranties and stringent indemnities could be crucial as principals navigate frothy waters.
Matthew SmithAugust 14, 2019
The industry super fund’s head of advice challenged a room full of advisers about the way they charge their clients, fully aware that she might make a few squirm.
Tahn SharpeJuly 31, 2019
Risk advice will be assessed as part of a review ASIC’s Joanna Bird has outlined at a discussion in Canberra facilitated by insurer, AIA Australia.
Matthew SmithJuly 26, 2019
In his first in an exclusive series of columns for Professional Planner, the AZ NGA CEO highlights the importance of practice wage bills as an indicator of value.
Paul BarrettJuly 22, 2019
Licensees and product providers could play an important part in helping advice practices prioritise essential business planning again, according to Terry Bell.
Matthew SmithJuly 17, 2019