Latest Poll – Adviser Practice Values
Could the value of your advice practice have increased in the past year as a new report indicates values have in Australia?
We ask the...
Latest Practice Price Guide Shows Gains
Business valuations across the financial services sector in Australia have climbed sharply over the past 12 months, according to the latest Radar Results price...
Majority of Advisers Not Prepared for FMA Visit – Poll Result
The results of our latest poll indicate that a majority of the adviser community does not believe their advice practice is well prepared for...
Key Pointers for Advisers Choosing PI Insurance
When it comes to professional indemnity insurance, many financial advisers have a “relentless focus” on price, but advisers need to know exactly what to...
Preparing for an FMA Monitoring Visit – Key Takeaways
Our report on a webinar with a well-known adviser sharing her valuable insights following a recent FMA monitoring visit attracted...
Tips on Renewing Professional Liability Insurance
Renewal season for financial advisers’ Professional Liability Insurance is fast approaching, and Curated Risk Partner Clinton Stanger, offers practical ideas for advisers during what,...
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...