Forte Asset Solutions

Financial planning

Futureproofing an advice practice as a business owner

With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...

Financial planning

The 3 factors preventing business growth

A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has...

Financial planning

Advice market sees ‘unprecedented’ M&A activity

AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and wh...

Financial planning

What makes an attractive advice practice?

A financial advice firm valuer has shared the top five factors that make an attractive advice practice for buyers plus the five which can detract from the value of a busi...

Financial planning

Why are advisers holding off selling up?

There are five reasons why advisers are reluctant to sell up their business, believes Forte Asset Solutions, with expected M&A activity on the horizon for companies with ...

Features

InFocus: A shift away from the coalition

There was a shift away from the Liberal party at this year’s Federal election, writes Laura Dew, as independent candidates emerged victorious and stalwarts such as Josh F...

Financial planning

The health impact of the RC on advisers

The physical and mental toll of the Royal Commission recommendations has been laid bare in a survey with 80% reporting significantly increased stress levels and 21% sayin...

Financial planning

Adviser exits fail to translate into business sales

The number of buyers for financial planning firms is at record highs but sellers should be aware it can take up to three years for them to fully exit a business. ...