Alexforbes’ pivot to independent advisers starts paying off

Strong retail flows, rising adviser numbers, and expanding support capabilities suggest the group’s push to win over IFAs is beginning to deliver measurable results.

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What is my advisory firm or client book worth?

Selling a client book based solely on past revenue snapshots can leave both buyer and seller exposed. Advisers should factor in growth potential, profit margins, and transferability strategies to arrive at a fairer price.

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US dollar: what crisis?

From a peak 13% overvaluation versus major peers heading into January, the US dollar has plunged 7% on a trade-weighted basis in three months – a pace more than twice as fast as during Trump’s first term.

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