Industry Voice: A unique succession plan for ageing advisers

BMO Global Asset Management
clock • 1 min read
Industry Voice: A unique succession plan for ageing advisers

Candid about what he calls "the big, looming issue of ageing representatives in our industry," hear from one adviser who walks the talk, taking the very advice he gives his clients, and his colleagues: start planning EARLY.

Register for BMO Adviser Edge for his insights into succession planning, finding the right cultural fit for your business and developing a transition plan, while earning structured CPD.

 

More on Your Business

Three communications surveillance gaps that cost mid-sized financial firms

Three communications surveillance gaps that cost mid-sized financial firms

What mid-sized firms should demand from surveillance technology

Jamie Hoyle
clock 20 January 2026 • 3 min read
Corbel Partners secures £10m to fund major five-year acquisition programme

Corbel Partners secures £10m to fund major five-year acquisition programme

Backing from Beechbrook Capital

Jenna Brown
clock 14 January 2026 • 2 min read
Why 2026 should be the year to dump vanilla branding and 'sell the sizzle'

Why 2026 should be the year to dump vanilla branding and 'sell the sizzle'

Being dull has costly consequences

Anna Plotnek
clock 14 January 2026 • 4 min read

In-depth

AI opportunity or dotcom déjà vu?

AI opportunity or dotcom déjà vu?

Experts tell Professional Adviser where they see long-term value in AI

Sahar Nazir
clock 19 January 2026 • 3 min read
The 'stark' impact of tax and pensions changes on special needs families

The 'stark' impact of tax and pensions changes on special needs families

Among hardest hit by ‘poorly consulted’ reforms

Jen Frost
clock 27 October 2025 • 8 min read
Reeves' rumoured ISA reforms risk 'harm' and diversification issues

Reeves' rumoured ISA reforms risk 'harm' and diversification issues

Concerns over rumoured £10k cash ISA cap and potential UK equity mandate

Sahar Nazir
clock 22 October 2025 • 5 min read