Nucleus publishes adviser guide to exit strategy

Succession options and challenges

Victoria McKeever
clock • 3 min read

Nucleus has published a guide to help financial advisers assess the options and challenges involved in developing a succession plan and then create and execute an effective exit.

According to the wrap platform, succession and exit planning have become hot topics as the increased burden of regulation, influx of provider-owned advice and number of advisers hitting retirement over the next few years all mean more advisers than ever are considering their options. Nucleus said it therefore craeted Planning your exit: A guide to creating a succession plan and exit strategy, in collaboration with management consultant Kingmakers' director Rob Stevenson, to provide advisers with information on developing a succession plan - either through internal succession or an extern...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Sentiment on the rise but 'calm may not last' as Budget looms

Sentiment on the rise but 'calm may not last' as Budget looms

According to Dynamic Planner’s Financial Happiness Index

Sophia Panayi
clock 06 October 2026 • 2 min read
SJP adviser academy welcomes 200 graduates

SJP adviser academy welcomes 200 graduates

Graduation ceremony held on Friday

Sophia Panayi
clock 05 October 2026 • 2 min read
Feel Good Friday: EQ Investors team completes 17.5-mile charity walk

Feel Good Friday: EQ Investors team completes 17.5-mile charity walk

For Carney’s Community

Professional Adviser
clock 02 October 2026 • 1 min read