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Merging Advice Practices? The Real Risk Isn’t the Numbers — It’s the Fit
Mergers and acquisitions in the financial advice sector are on the rise — and for good reason. Scale brings efficiency, broader capability, and resilience in a changing regulatory and economic landscape. But while the strategic logic of merging is often sound, the execution is where many practices stumble.
Implementing the New AI Usage Policy for Financial Advice Businesses.
Join us for a comprehensive session featuring experts from Finura Group, Tangelo Advice Consulting and The Cyber Collective as we navigate the complexities and opportunities of AI integration within the financial advice sector.
Expect spike in tech costs next financial year
“Advice firms have also been warned that technology and software costs will rise considerably in the coming financial year, likely to be well above inflation.” Tangelo’s Selin Ertac and Conrad Travers joined Finura’s Peter Worn to discuss tech for advice businesses.
Growth mindset and ignoring the noise
“Ignoring regulatory distractions and focusing on business procedures is key for advice practices to maintain a growth mindset," according to AFSL consultancy Tangelo Advice Consulting” reports Professional Planner. Tangelo’s Selin Ertac and Conrad Travers spoke at the recent SMSF Association National Conference in Brisbane.
Understanding the tax deductibility of advice fees
“The thing that’s exciting for me is that I think advisers are giving advice on taxation more than what they think. Most superannuation advice will be deductible,” Mr. Travers said.
A Virtual COO could be what your advice business needs.
One of the really satisfying things about the work we do with our clients in Tangelo is we effectively become part of the team; we can effectively be your ‘Virtual COO’ for at a price that is fair and less than the cost of a fulltime FTE.
Take our free health check to assess the gaps and opportunities in your business.
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"The efficiencies delivered for our business were felt within the first month."
Head of Advice, National Advice Firm
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"Thanks for making business simpler, more lucrative and fun again."
Director, Boutique Advisory Firm
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"The Tangelo team were proactive, highly experienced and skilled."
Head of Compliance, National Advice Firm
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"They have proven to be an invaluable outsourced resource."
Head of Compliance, National Advice Firm
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"Tangelo's expertise, professionalism, and delivery exceeded my expectations."
Director, Wealth Management Firm
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"I find Tangelo team's style to be refreshingly intuitive and 'real'".
Financial Services Executive, National Advice Firm
Our Gap Analysis is proven to get results.
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