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.
Wealth Manager Brooks Macdonald has added a ‘strategic partnerships’ offering for Financial Planning firms.
Wealth manager and Financial Planner St James’s Place has completed its 5000th transaction under its succession scheme proposition.
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.
One in five independent financial adviser firms (20%) say hiring one or more financial advisers is a key part of their growth strategy this year, according to a new report.
Only 9% of IFA firms are treating succession planning as a "central part" of their business strategy, according to a new report.
