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  • Financial Planners’ views on succession planning sought

    The Succession Alliance, a taskforce created by the independent professional organisation the Consumer Duty Alliance, has launched a profession-wide survey to explore succession planning across financial advice firms in the UK.

  • Planner succession taskforce adds board members

    The Succession Alliance taskforce has added five new board members from Loyal North, 7IM, MKC Wealth and Quilter.

  • New group launched to improve Planner business succession

    The Succession Alliance, a new taskforce created by the Consumer Duty Alliance, has been launched with a focus on improving exit outcomes across the Financial Planning profession.

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