Advisers may be currently retiring faster than they are being replaced but, writes Tim Sargisson, could the real issue for the future of the profession relate more to profitability than succession planning?
The start of another year and, straight off the bat, the opportunity to attend The Investment Network conference and to share some of the work Sandringham is doing on succession planning and retirement....
Numbers in Adviserland
Service increasingly key
'Meaningful client reporting'
Working on portfolio of unquoted healthcare investments
Managed by Benchmark Capital CIO Alex Funk
‘If you do not wish to offer protection advice, refer it’
‘Not just a sponsor’
Existing customers can stay put