Financial planning sector business broker Kenyon Partners has announced it has rebranded as Connect Financial Service Brokers, as succession planning is set to become a key post-FOFA focus.
In a statement announcing the rebrand, Connect chief executive Paul Tynan said that as the dust settles on FOFA implementation, succession planning will come to be the key focus of ‘baby boomer’ practices.
“The name Connect was selected as it acknowledges the principle that financial service businesses are based on relationships and in any transaction, the most important element is for buyers and sellers to have a ‘connection’ ,” Mr Tynan said.
“In addition, the Connect name clearly defines and positions the company and reinforces its standing as Australia’s leading business broker providing clients with specialized services in the areas of sales, acquisitions and mergers of financial planning, accounting and risk insurance businesses”.
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, ...
While the rules around the tax deductibility of advice fees were technically updated in December 2023, the profession ...
Financial adviser at Complete Wealth, Dr Ben Neilson, explains how advisers have improved their perceived value over the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin