Accountants and planners’ expectations continues to fuel sale and exit inertia
Mature age accountants and financial planners are continuing to defer the sale of their practices in the erroneous expectation that their business will attract a higher price amongst a growing pool of prospective buyers.
Individual licencing BOLR & platforms
Whether it be the start of a new financial or calendar year, the issues confronting the financial services industry are all the same and actually increasing and intensifying.
There are solutions to ensure long term business success & profit – but accountants & planners must act now
There are solutions to ensure long term business success & profit – but accountants & planners must act now.
Accountants & planners seeking to exit fail to appreciate time is the real scarcity
Accountants and financial planners seeking to exit the industry continue fail to appreciate the importance of time and its impact on their retirement aspirations and lifetime of endeavour.
Royal Commission is an imperative for the future well-being of financial services
It’s imperative for the future well-being of the sector that the Royal Commission review financial services in its entirety i.e. banks, industry funds, super funds, investment managers, industry associations and regulators.
Grandfathered commission debate needs to be fair and balanced
The ramifications of banning grandfathered commission retrospectively and resultant loss of faith and confidence in the financial services industry, institutions and government is a cost far greater than any benefit derived from this action.
Dover’s demise – consumers & advisers abandoned
As the fallout and ramifications of Dover Financial Advisers (Dover) demise continue to reverberate following the group’s decision to hand back its AFSL and it has exposed the immense flaws in the Australian licensing regime.
It’s time to ask where is the financial services industry and planning profession going
As the federal government, Royal Commission and FASEA continue to reshape the industry and fuel many predictions and much speculation, it’s imperative to take time out to seriously consider the future as the ramifications are so immense.
Picking Superannuation Winners is A ‘Political’ Solution
The recently released Productivity Commission review of the Australian superannuation industry was written to address political issues with a total disregard for the best interest of members in superannuation funds.