Search ResultsShowing 1 - 10 of 12 results for "Financial Service Brokers"
Advice industry wasting potential on old models
KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement.
Succession planning placed on the backburner
KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Financial planning and accounting businesses are all too regularly ignoring the need for quality exit and succession plans, according to chief executive of Connect Financial Service Brokers, Paul Tynan.
Insto oligopoly stifling advice M&A activity
ALEX BURKE  |  TUESDAY, 24 MAY 2016
There are still far more buyers than sellers for financial planning businesses due to 85% of licensees being controlled by six institutions, according to Connect Financial Service Brokers chief executive Paul Tynan.
Accountants should beware AFSL traps
ALEX BURKE  |  MONDAY, 4 APR 2016
Accountants should be careful in choosing the right licensee if they want to continue providing SMSF advice from July 1, according to Connect Financial Service Brokers chief executive Paul Tynan.
FPA, AFA should merge to keep advice strong
LAURA MILLAN  |  MONDAY, 30 NOV 2015
An advice business broker and industry commentator has asked the two peak associations representing financial advisers to set aside differences and merge into a single body.
Succession planning is not a waiting game
ALEX BURKE  |  TUESDAY, 29 SEP 2015
Advice practice owners should not base their succession strategy on potential economic tailwinds or favourable regulatory outcomes, according to Connect Financial Service Brokers chief executive Paul Tynan.
Centrepoint in talks to build ex-insto advice network
ALEX BURKE  |  TUESDAY, 11 AUG 2015
More advice practices are looking to depart institutionally-aligned dealer groups and join independent licensees, according to Centrepoint Alliance.
Independent dealers in M&A mode
ALEX BURKE  |  MONDAY, 27 JUL 2015
Recent high-profile mergers and acquisitions of aligned advisers by independent groups are a sign of a growing trend.
Connect Brokers sets up Asian initiative
LAURA MILLAN  |  TUESDAY, 17 MAR 2015
Connect Financial Service Brokers has set up a specialist consultancy firm dedicated to connecting small and medium advice business owners with partnership opportunities in the Asia Pacific Region.
Industry groups self-interest caused FoFA problems
LAURA MILLAN  |  TUESDAY, 4 FEB 2014
The overabundance of industry groups lobbying to ensure their own interests was the cause of the problems and complaints around the Future of Financial Advice (FoFA) legislation, Connect Financial Service Brokers chief executive Paul Tynan said.
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