Vlog: Business Valuations for FP Practices

 Please check out our latest vlog: Business Valuations for FP Practices. Contact us today for a valuation. Email us at info@centurionmarketmakers.com.au or call us at 1300 766 156. Tim Lane is a leading chartered accountant who specializes in business advisory work and joined Chris Wrightson and the team at Centurion Market Makers in 2017. He has extensive experience in …

Prepare for the new normal: Top 3 tips for embracing technology in the financial advice sector

DeLoitte’s 2017 FSI Review points to the fact that change and the increasing complexity of the industry is the ‘new normal’. The review notes that within a 5-year timeframe, robotic process automation (RPA), blockchain and cognitive systems will drive dramatic change and have a profound, lasting impact on service providers’ operations. What this means for firms trying to stay relevant, …

Consumer Intelligence: How Financial Advisers Can Use Data to Stay Ahead of the Pack

The most important predictor of revenue growth and profitability, now and into the future, will be customer intelligence, says a recent PwC report, Financial Services technology: 2020 and Beyond. This intelligence forms part of data which is now all around us – from computers to smart devices to cars to coffee machines, we’re hyperconnected and leaving a detailed data trail …

Goals-Based Investing 101

This is for your clients – we thought we would give you something you can use with your clients or prospects: feel free to copy, paste and share if it helps you or your clients!   Why do we invest? Why do we put money in the bank? Is it simply because we should or we’re told we’re should? No – …