Why are so few affluent investors using offshore platforms?
Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.
#clientretention
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.
‘Enhanced member engagement’ yields higher inflows for Alexforbes
Profit from operations increased by 13% despite higher operating expenses attributed in part to implementing the two-pot system.
