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

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.

Money Management is pleased to launch the hotly anticipated Adviser Innovation Summit 2024, featuring sessions led by distinguished speakers from the financial advice profession.

The financial services industry awaits in limbo the final legislation arising from the QAR recommendations.

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.

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.

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.

Maple-Brown Abbott has appointed Sophie Metcalfe from Schroders as a business development manager as it seeks to grow its reach with financial advisers.

The third individual charged in relation to the Courtenay House group of companies has pled guilty to two criminal charges.

The corporate regulator has permanently banned a Queensland-based adviser from providing any financial services over dishonest conduct.

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.