IFA succession planning: avoid these common pitfalls
Advisers often underestimate how long it will take to implement the succession plan or the extent to which they will lose control over their business.
The contract went through 10 iterations between July 2019 and March 2020, with the term ‘infectious and contagious diseases’ variously in or out.
Read moreAdvisers often underestimate how long it will take to implement the succession plan or the extent to which they will lose control over their business.
It says many similar transactions will follow the acquisition of Progressive Wealth.
There is an increasing focus on consolidation in the financial advice industry to manage challenges around succession and retirement.