How to value a financial planning practice in 2024; Adviser Innovation Summit returns to explore advice affordability and accessibility

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21 Mar 2024

Latest News Expert Analysis How to value a financial planning practice in 2024 The demand for financial planning businesses for sale isn't decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. Read More Financial Planning Adviser Innovation Summit returns to explore advice affordability and accessibility Money Management is pleased to launch the hotly anticipated Adviser Innovation Summit 2024, featuring sessions led by distinguished speakers from the financial advice profession. Read More Promoted Content Financial Services Industry not delivering to the public The financial services industry awaits in limbo the final legislation arising from the QAR recommendations. Financial Planning Pessimistic economic outlook detracts from ethical priorities: RIAA Ethical considerations fall down the list in terms of priorities for consumers seeking financial advice when there is a pessimistic economic environment, according to an RIAA study. Read More Financial Planning More delays pile up for AMP BOLR settlement In a never-ending saga, the case management hearing to settle on the final sum for the AMP BOLR class action has been delayed for the third time. Read More Funds Management GQG to acquire three PAC affiliates in US$71m deal Having unsuccessfully tried to acquire Pacific Current Group last year, GQG Partners has agreed to acquire three of its US-based affiliates for US$71.2 million. Read More Funds Management Maple-Brown Abbott appoints BDM for advisers Maple-Brown Abbott has appointed Sophie Metcalfe from Schroders as a business development manager as it seeks to grow its reach with financial advisers. Read More Funds Management Third individual pleads guilty to Courtenay House misconduct The third individual charged in relation to the Courtenay House group of companies has pled guilty to two criminal charges. Read More Financial Planning Qld adviser receives permanent ban over dishonest conduct The corporate regulator has permanently banned a Queensland-based adviser from providing any financial services over dishonest conduct. Read More Expert Analysis Expert Analysis The value of active management in an uncertain world Active and passive investment strategies have been battling for investors' attention for many years but the tough conditions in markets currently make a strong case for active taking up a greater share of portfolios, writes Louise Watson. Read More

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