Archives

• Continuing a Legacy   
• Generating Leads 
• Owners want more than Top  Price 
• Highest price not the clincher
• Practice owners demand Cultural Fit
• Why succession planning adds value
• Falling markets fail to drag down Practice values
• Does cash still rule the roost
• Equity to Planners
• Generating leads
• Falling revenues fail to dent firm value
• Client Acquisition requires a new approach
• Mortgage brokers seeking alliances with advice firms
• Negotiating the Acquisition Maze
• Seven Steps to Business Succession  
• Demand for client risk books surges
• Regional Mergers and Acquisitions 
• Banks knock back struggling Practices
• What is a Practice Worth?
• Slow train coming......

       Recent Media

• Advice Books see demand uptick
• FoFA dilutes platform pricing
• Planners missing diversified services opportunity
• Disaggregation likely post FoFA
• Planning numbers will fall
  
• Question Mark over Future Pricing of Planning Practices
• Acquisitive Practices don't want burden of retirees
• Financial Planner Sellers return to the market  
• Advisers intent on defying age demographic  
• Practices look for Revenue up the Value Chain
• Lessons from the GFC
• Legislative risk prompts Corporate Super exodus
• Planners should offload commission based clients
• Principals move toward fee-based structures  
• BOLR needs review   
• Boutique firms gain ground
• M & A on Advice sector rises
• Proceed with caution on insurance commissions
• Consumer awareness drives reviews
• Practices not moving on Commissions 
• Dealer Group consolidation debatable
• Winners and Losers from Bowens reforms
• Fee-for service models attracting mergers
• Are you about to see Practice values halved?
• Commission based firms looking to sell
• Buyers keep an eye on Client Sentiment
• Fiduciary duty could polarise industry
• Larger Practices look to succession planning
• BOLR changes could hit Practice prices
• Industry overhaul triggers further confusion 
• Fiduciary duty: Shaking it up
• BOLR key to Practice Valuations 
• Succeeding in Succession
• Client flow takes a back seat
• Financial planners to eye broking opportunities
• Financial planners missing diversified services opportunity

  Newsletters

2012

Practices respond to FoFA

2011

FoFA

2010

Cooper and Business Valuations

Practice Sales Mergers & Acquisitions

2009

The Year That Was