'Rolling out the red carpet'
Three shifts in sector
Numbers in Adviserland
Service increasingly key
'Meaningful client reporting'
'Halfway to establishing 25 offices'
Share purchase deal with assets of £28m
Brings in recurring revenue of £700,000
Valuations on businesses 'looking toppy’
A divisive subject
‘Gareth Southgate Wealth Management’
Acumen Investment Partnership
Ten key facts about the financial advice business
£4.5bn revenue earned from advisers
Adding total of £220m AUM
Deal for financial planning and investment assets
Scale is the answer
Need to ensure ‘customer-first’ propositions
Advisers need to delegate and outsource