Don’t lose tomorrow’s leaders, lock them in

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As the level of M&A activity increases in the financial services industry post Royal Commission, it’s time to put in place incentives so you don’t lose key employees. Many business owners count on key employees being there to take over the reins. But often key employees leave to work for a competitor or start their […]

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Deal breakers and deal changers in the financial planning M&A space

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The financial services industry has seen blow after blow recently with the introduction of new Financial Adviser Standards and Ethics Authority (FASEA) education standards and the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry (the Royal Commission). The flow-on effect already experienced on the way financial planning businesses are bought and sold […]

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