'Man is not an island': Should you scale up a micro-AFSL?
Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business.
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Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business.
Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fewer staff.
Smaller licensees should be aware that they are just as much on ASIC’s radar as their larger counterparts as increased data and technology means the regulator has greater transparency than ever, according to a compliance expert.
AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and why appetite remains high for acquisitions.
A partner at an insurance firm has shared his thoughts on the outlook for PI insurance as APRA reveals advisers’ premiums have risen more than 40 per cent since 2015.