Accumulating evidence suggests that the old financial planning industry (OldCo) is entering its death phase. Effects on advisers and their business plans will be profound. There is no single emerging trend, no single piece of legislation. Just a mounting pile of...
I’ve been telling as many advisers I can that 2010 has to be about the peak of business valuations for most of today’s financial planning businesses. Therefore, these have to be the best of times to consider selling, particularly inactive financial planning client...
