Acquiring another Independent Financial Adviser's book is a natural progression for some advice practices. However,…

In our previous post, we did a deep dive into the revenue data of a…

Achieving strategic business goals using revenue analytics What does healthy revenue growth look like? That…

To many financial advisors, the thought of becoming POPI compliant may sound like a drag.…

2020 was a year for hard truths. 2020 stress-tested our processes and taught us that…

How should Independent Financial Advisers measure the health of their business? Conventional measures paint a…