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'Man is not an island': Should you scale up a micro-AFSL?

Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business. ....

New South Wales , Eugene Ardino , Steve Prendeville , Forte Asset Solutions , Adviser Innovation Summit , Wealth Data , Vital Business Partners ,

Advisers challenged by capacity, shrinking talent pool

Advisers challenged by capacity, shrinking talent pool
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Steve Prendeville , Financial Services Stephen Jones , Forte Asset Solutions , Adviser Innovation Summit , Adviser Ratings , Advice Review ,

Adviser recruitment falls down the priority list

Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fewer staff. ....

John Birt , Steve Prendeville , Forte Asset Solutions , Rating Musical Chairs Report , Money Management , Radar Results ,

Small licensees not immune from ASIC surveillance

Smaller licensees should be aware that they are just as much on ASIC’s radar as their larger counterparts as increased data and technology means the regulator has greater transparency than ever, according to a compliance expert. ....

Sean Graham , Steve Prendeville , Forte Asset Solutions , Money Management , Assured Support ,

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 why appetite remains high for acquisitions. ....

Kenneth Hayne , Steve Prendeville , Paul Barrett , Financial Services Industry , Royal Commission , Forte Asset Solutions , Commissioner Kenneth , Generation Advisory ,