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...
Why China? Why now?
Party division on Brexit grows
Ingram served five years on board
GDPR in force May 2018
To launch in early 2018