The idea of a financial advice unit that is jointly owned by financial advisers and either solicitors or accountants potentially has strong appeal to both parties, writes Ian Muirhead.
The joint venture (JV) approach provides a vehicle from which both can benefit but which stops short of a merger of the firms in question, with all the attendant complications - both regulatory and human....
First downgrade since 1989
VCTs missing from manifesto
‘Part of retirement savings’
What frequency delivers best for clients?
Alleged fraud occurred between 2011 and 2017