FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Bought IFA consolidator for £385m
Targets UK wealth market
Adds £1.4bn in assets
Adds £211m AUA
55 deals since 2014
Clients and jargon
‘Event-based’ learning less effective
Advisers need to delegate and outsource
Just 9% of women paid a bonus
47 acquisitions in four years