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Showing 1 - 10 of 33 results for "Radar Results"

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... their client base will have to pay slightly more for a book now, but valuations have stalled overall, according to Radar Results. In its latest price guide, Radar Results said demand for financial planning businesses continues to be strong, though there's ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth firms that have clients with more than $1 million in investible ...

Increased local, international demand drives practice valuations

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
... financial planning practices have risen as much as 30% in the past 12 months, analysis shows. According to the annual Radar Results Price Guide, there has been a notable increase in price multiples for practices, rising between 10% and 30%. The guide ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
... full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their multiples rise ...

ASIC, APRA slam premium hikes

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
... contracts to ensure that the terms about how and when premiums may change are transparent and not unfair," they said. Radar Results chief executive John Birt is astounded at such brazen practices. "... I understand most insurance companies regularly ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... as the former seeks to meet clients' demand for holistic advice that includes taxation. Over the next decade, Radar Results predicts that accountants will fully embrace financial advice by way of taking over or merging with advice practices. Conversely ...

Insurance firms defy inflationary shocks

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2023
... advice firms that specialise in life insurance are experiencing solid demand from buyers, according to the latest Radar Results figures, which values them higher compared to a year ago. A risk firm with clients aged 55 to 60 years old is currently selling ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
... expectations that inflation and wider economic conditions would dampen demand and prices. The findings are based on Radar Results' latest data, which saw a 6% to 11% increase in the value of advice practices currently on the market. Investment and super ...

Risk clients, practices worth more: Radar Results

CASSANDRA BALDINI  |  TUESDAY, 28 MAR 2023
... around $500,000 to $700,000, it said. The younger the risk clients, the higher the multiple paid by buyers, it found. Radar Results said firms in this bracket have a purchase price between $1.35 million and $1.5 million, based on the current price multiples ...

Talent shortage impacts demand for regional advice practices

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
... financial planning practice - just don't expect to be able to hire for it. According to latest observations from Radar Results, buyers are increasingly preferring to buy in the capital cities as it's becoming more and more difficult to hire qualified ...
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