Relative Return: The acquisition opportunity in financial services

Podcast/Relative-Return/

10 August 2023
| By Laura Dew |
image
image image
expand image

In this episode of Relative Return, host Phil Tarrant chats to Simon Madder, Managing Director and CEO of Prime Financial Group, on the firm’s ambitious growth plans and how it balances working in multiple parts of the financial services landscape.

Listen as they discuss:

  • Where it is finding acquisition opportunities
  • Prime’s equity ownership model for employees
  • Why the business grew its fastest during COVID-19
  • Succession planning and staff retention
  • How it balances providing financial advice, SMSFs and accountancy

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 days 12 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND