When advisers hear the word valuation, many instinctively think: “I’m not selling, so it doesn...

For many advisers, succession is seen as a distant milestone—something to think about closer to...

Most advisers believe they know their numbers. They know roughly what the business earns....

Most advisers can name their best clients instantly. They’re loyal. They’re profitable. They’ve...

Many advice businesses are built on trust. And trust, especially in the early years, is often...

Two advice practices can generate the same annual revenue and still be viewed very differently by...

As the year draws to a close, the financial services industry begins to slow — at least on the...

For many advisers, the focus is on day-to-day: client meetings, renewals, compliance, portfolio...

Financial advice has always been a relationship business. Long before digital platforms and...

For many advisers, the business they’ve built is both a livelihood and a calling. The days are...

In financial services, success is often measured in numbers — revenue, growth, assets, and...

Selling a business — especially one built on personal relationships — is as much an emotional...

For many financial advisers, a practice isn’t just a business — it’s a life’s work. It’s the...

Across South Africa’s financial-services landscape, a quiet but powerful trend is reshaping the...

Growth is often spoken about as if it’s something we can chase, measure, or neatly plan for. But...

Running an independent financial advisory practice comes with its challenges, and compliance is...