Cultural Fit Key to Practice Sale
Selling a financial planning business involves far more than simply agreeing on a price, says the CEO of an Australian M&A company which specialises...
Sales and Prospecting Lessons – Poll Result
Advisers, it seems, are not universally convinced that sales will solve themselves when you build a great marketing system.
As we go to press, the...
Future-Proofing Advice Businesses – White Paper
A new white paper by Strategi Group 2030: The Next Generation Advice Business, explores the shifts shaping the future of the financial advice industry...
Advice Disputes – Your Verdict on Your File Notes
A small majority of advisers, it seems, are confident their files notes would protect them if their advice was ever disputed by a client,...
Latest Poll – Is AI on Your Business Radar?
Our latest poll is asking you to consider the extent to which you will be embracing AI services into your advice business this year.
This...
Dacreed Picks up Adviser Support Programme
The adviser support programme (ASP), launched by Partners Life in 2018, is being handed over to compliance and training firm Dacreed.
Originally launched as a...
Naomi Ballantyne Talks Succession Planning
Catching the attention of Riskinfo readers this week was news that former Partners Life MD Naomi Ballantyne has fronted a video offering guidance on...
Fees Free Training for Budding Financial Advisers
Strategi Institute is offering students the chance to study for the Certificate in Financial Services (Level 5) under the government’s fees free scheme.
With the...
Legacy Systems Hinder Business Growth
Legacy technology is preventing the majority of insurers from meeting their customers' expectations, claims a report published by a business systems and data management...