2020 was a rocky year for practice valuations, with AMP’s landmark decision to revalue its BOLR terms having a butterfly effect through the market while thousands of advisers exited the industry. In this episode of The ifa Show, Forte Asset Solutions founder and managing director Steve Prendeville discusses how advisers have reformed their businesses in the face of the transition to annual renewals, the removal of grandfathered commissions and escalating business costs.
In the latest episode of The ifa Show, host Keith Ford is joined by academic and consultant Dr Katherine Hunt to dive ...
In the latest episode of The ifa Show, host Keith Ford sits down with founder and director of Forte Asset Solutions, ...
Join us for an exclusive interview as ifa’s Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial ...
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