- Agree (60%)
- Disagree (24%)
- Not sure (16%)
The latest Riskinfo poll stems from our recent story that risk-focussed as well as financial planning and generalist advice practices are worth more today than they were this time last year.
Last week we reported Radar Results’ latest commentary that the average pricing multiples for risk advice practices serving clients under the age of 61 had increased, while the value of those practices mainly serving investment and super clients had also increased (see: Risk Advice Practices Worth More).
Does this trend apply to you and/or the business in which you operate? Or are you seeing a different trend in an industry and in a profession in which every advice business has its own unique make-up – its own DNA?
The financial advice landscape in July 2023 has evolved in some ways from that of 12 months ago…
The financial advice landscape in July 2023 has evolved in some ways from that of 12 months ago, if for no other reason than there exists more certainty around the regulatory future for the sector today. In other areas, however, not a lot has changed, in an environment where a strong imperative remains on generating greater efficiencies within both the advice process and the operational elements associated with successfully managing a financial advice business.
It’s over to you now, and we’ll report back next week…
