Analysis

Analysis

AMP Wealth’s survival chances: Advice execs weigh in

The majority of advice executives from a cross section of the industry believe AMP’s wealth arm is beyond help, but not all. “They have the scale to come out successful but it's not going to be the way it looks today,” one said. “I don’t think you can say they won’t right the ship.”
Analysis

The great reset: An industry emerges from crisis

Unprecedented quickly became the description de jure for what was happening all around between March and May this year as superannuation was drawn on, funds were tested and central banks through everything including the kitchen sink at the problem - Professional Planner reflects on the year that was.
Analysis

M&A strategy: Don’t overpay for synergies

Buyers paying 2.5 times recurring revenue for a client book in 2020 are probably getting a raw deal, unless their EBIT margin is greater than 35 per cent. In part one of a three part series, Paul Barrett cautions buyers to get real about synergies benefits to avoid overpaying.
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