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