In an investment world that is no longer ‘vanilla’, neither should the solutions be, writes Chad Padowitz, Chief Investment Officer, Wingate Asset Management. Here are three ways to combat retirement’s big issues.
This independent certification of a SMSF professionals’ competence provides trustees with confidence in an adviser’s SMSF expertise, writes Liz Ward
There are a number of things practice owners should do to ensure their clients are looked after through the process of selling their practice, writes Jim Taggart
There are a number of ways advisers and accountants can grow their SMSF business through an increase in Generation X’s superannuation balances, writes Vanessa Stoykov
There are many factors that practice owners should weigh up in making the decision to sell. Barry Lambert says the decision to sell Count Financial to Commonwealth Bank was an easy one thanks to a number of personal and professional motivations.
There are a number of steps for advisers in selling a parcel of clients and ultimately realising the best price from a buyer, writes Sam Henderson
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