Teaming up with another business is an immense step for any adviser who has spent years building a single entity, says Mark Stokes, as he offers tips for other advisers based on his own recent experience
Any adviser looking to consolidate their business into a larger entity is facing a complicated market right now. Who wants to sell to a big provider at a time when the regulator is looking hard at anyone...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till