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    Free 30 minute webinar – Advice Practice Valuations Vale Valuations? Or New Normal?

Free 30 minute webinar – Advice Practice Valuations Vale Valuations? Or New Normal?

June 12, 12.30pm AET – Register below
At T&C we are privileged to be founding members of the Advice Leaders Forum (ALF).  The ALF has recently published results from its Business Insights Survey and talked about succession.  Now it’s time for T&C to talk practice valuations – real and contemporary valuations – not […]

It’s not just you!

In our July blog (“Forget the F-Word:  It’s the D-Words That Matter”), we touched on the D-words that will have the longest lasting legacy and most profound effect on most industries, including financial services and wealth management.  It’s the D-words that will compel participants to re-write their strategies and […]

Mark Twain on Wealth Management Valuations

Vale Valuations?

Mark Twain, the great American author, is credited with the famous quote – “reports of my death have been greatly exaggerated”.  This followed an article in the New York Journal of 2 June 1897, wrongly recording his demise.

Much has been written about the death of valuations for wealth […]

Much More Than Just a Sales Call

In our first blog, “Forget the F-word”, we touched on the D-words that are having profound effects on all industries, especially financial services and wealth management.  We itemised the D-words as:

Democratisation of content
Digitalisation of delivery
Disintermediation of the value chain.

At T&C, we also identified a fourth, emerging dynamic – Disaggregation.  […]