Industry Voice: Buying or selling a book? 7 essential tips from the field

BMO Global Asset Management
clock • 1 min read
Industry Voice: Buying or selling a book? 7 essential tips from the field

As a seller, how do you maximise the value of your book? And as a buyer, how do you assess the right fit? Rich Poulin, a seasoned professional, discusses the success stories, and the cautionary tales, advisers are talking about.

Read our latest article on BMO Adviser Edge to discover the 7 tips from the field, while earning structured CPD.  

 

 

More on Investment

Watch Professional Adviser's Working Lunch on the Baillie Gifford Managed Fund- The benefits of diversification in an uncertain world

Catch up on the discussion

Professional Adviser
clock 30 June 2025 • 1 min read
Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

Party politics: Why investors should celebrate AIM's 30th birthday, even if the government won't

AIM has helped 4,000 businesses raise £135bn since launch

Eustace Santa Barbara
clock 19 June 2025 • 4 min read
AIM at 30: Why advisers should take a fresh look at the UK's junior market

AIM at 30: Why advisers should take a fresh look at the UK's junior market

'We see AIM as a jewel in the crown with long-term appeal for the right clients'

Oliver Brown
clock 17 June 2025 • 4 min read

In-depth

Why Gen Z still trusts financial advisers in the age of finfluencers

Why Gen Z still trusts financial advisers in the age of finfluencers

A digital generation with a human touch

Sahar Nazir
clock 23 June 2025 • 4 min read
QROPS class actions: What next for frustrated UK expats?

QROPS class actions: What next for frustrated UK expats?

Calls for reform across the board as insurers fight back in IoM

Isabel Baxter
clock 29 May 2025 • 7 min read
AI on trial: FCA's Live Testing opens new path for advisers

AI on trial: FCA's Live Testing opens new path for advisers

Offering regulated firms a controlled space to trial advanced technologies

Sahar Nazir
clock 21 May 2025 • 7 min read