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.
Old Mutual Unit Trust Managers off the hook for R1.7 billion claim arising from Fidentia scandal.
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.
There is an increasing focus on consolidation in the financial advice industry to manage challenges around succession and retirement.