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Showing 1 - 10 of 99 results for "Recurring Revenue"

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... being valued. Radar Results said historically, most financial planning businesses were valued on a multiple of recurring revenue, and while this approach remains common for smaller client registers, larger practices are increasingly being assessed on ...

UK's Nest to invest $860m in private companies

JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2026
The UK's largest pension scheme by members has selected a manager to oversee a significant new open-ended mandate. Crescent Capital Group will manage a direct lending mandate for Nest to the tune of $858.5 million (£450m). The money is to be deployed ...

Advice remains profitable for those who prepare: Centurion Market Makers

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
... while some things have changed in recent years, practices are still selling on a mix of profit multiples and recurring revenue multiples. While buyers ultimately seek profit, they typically already have premises, staff and systems in place, acquired ...

GDG reports record FUM growth, eyes stronger second half

MATTHEW WAI  |  WEDNESDAY, 25 FEB 2026
... Generation Life, Evidentia Group, and Lonsec, GDG said, with revenue and earnings growth driven by strong FUM growth, recurring revenue streams, and operating leverage across the platform. That included the new operating structure, which combines Lonsec ...

Product showcase: Strength amid noise

STAFF WRITER  |  FRIDAY, 20 FEB 2026
... providing a non-discretionary service to their customers, operating with high barriers to entry, ensuring strong recurring revenue across the cycle. We find these businesses to be fundamentally more stable and less exposed to geopolitical disruption," ...

Centrepoint offloads lending solutions business

KARREN VERGARA  |  TUESDAY, 17 FEB 2026
... business and securing the full licence margin from Astute-aligned advisers under our AFSL, we strengthen our recurring revenue base and sharpen our focus on delivering high-quality advice services," Centrepoint chief executive John Shuttleworth said. ...

Bell Financial reports 44% slump in profit

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... Direct, Bell Direct Advantage and Desktop Broker. BFG co-chief executive Dean Davenport said: "Growth in the recurring revenue divisions remains strong and is set to continue as we transform into a more diversified wealth management business with multiple ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advice practices that service high-net-worth (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 ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
... trans-Tasman growth, the firm said. ISG's funds under management are fully annuitised, providing a "strong base" of recurring revenue and a solid platform for future growth, strengthening and complementing Shaw and Partners' existing offering. ISG currently ...

Increased local, international demand drives practice valuations

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
... for client registers filled with older clients - 80 years and over - skyrocketing. They are now achieving 1.5x recurring revenue, which is a 36% increase year on year. Meantime, books dominated by clients aged between 65 and 79 increased to 2.2x-2.75x. ...
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