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

Hitting milestones later in life could impact when people seek advice

Hitting milestones later in life could impact when people seek advice

People will likely be seeking financial advice later

Laura Suter
clock 19 April 2024 • 3 min read
Regulatory pressures taking a toll on industry stress levels

Regulatory pressures taking a toll on industry stress levels

'Regulatory pressures are the first thing on my mind’

Sahar Nazir
clock 19 April 2024 • 1 min read
Advisers blast FCA funding requirement of £755m 'inexorable'

Advisers blast FCA funding requirement of £755m 'inexorable'

‘I don’t really know what value I’m getting from the FCA – if any’

Hope Coumbe
clock 19 April 2024 • 2 min read