With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly.
Artificial Intelligence (AI) could be the biggest productivity booster since electricity, transforming every industry. At times like this, we avoid the hype by staying curious and asking the right questions so we can deliver better outcomes.
The platform race is “ours to lose”, says HUB24’s chief executive Andrew Alcock, as it reports a 62 per cent rise in annual platform net inflows in FY24.
An executive at the Institute of Public Accountants has suggested that a discussion around the need for gender quotas in financial services may now be warranted.
Private equity represents a vital cog in any economy and these funds can unlock considerable value in private companies and lead to strong investment returns, writes Tony Davidow.