Brett Davidson, chief executive of FP Advance, looks at how small adviser firms can create scaleable businesses.
There is a lot of activity in the consolidation space at present, with the wagons starting to circle again after the temporary hiatus brought on by the credit crunch. The RDR is often cited as the reason...
To increase ‘national footprint’
Reacting to higher US rates
‘Charity lump sum death benefit’
Our weekly heads-up for advisers
The increase in minimum AE contributions has had little impact on opt-out rates - with cessations after April increasing by less than two percentage points, data from The Pensions Regulator (TPR) shows.