I touched on this, in part, a couple of months ago as firms began to re-open following Christmas. As the world learns to ‘live’ with COVID and boarders re-open, both nationally and internationally, there appears to be a real sense of spreading our wings and travelling again, particularly abroad and particularly for those who have…

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Succession planning is something that is done rather poorly in businesses across the country and perhaps the world. All to often, little or no preparation is performed. Arguably, succession is something that requires planning from day dot. However, getting to a desired retirement age, either willingly but without forethought, or through necessity, due to poor…

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We have been hearing from firms since the last quarter of 2021 of the difficulties they are experiencing in attracting and retaining personnel, as well as the expectation of staff for more significant salary reviews, particularly amongst the Eastern States. This seems to be on everyone’s lips based on the number of questions we are…

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Through our practice broking and valuation services, we have for many years now observed the interactions between Dealer Groups/Licensees and their representatives within multidisciplinary and standalone financial planning firms. Prior to many of the more recent industry changes, there was this underlying view by the licensees that they owned the clients serviced by the planners,…

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