succession planning

Only 25% of advisers hunting for new clients under 35 - report

Your profession

Only 25% of advisers hunting for new clients under 35 - report

Underserved younger demographic

clock 22 June 2022 • 2 min read
Less than 7% of advisers have a strategy for advising women - Schroders survey

Your profession

Less than 7% of advisers have a strategy for advising women - Schroders survey

‘Unlocking the inheritance economy’

clock 27 January 2022 • 2 min read
Planning for succession: Why planning for tomorrow brings benefits today

Your Business

Planning for succession: Why planning for tomorrow brings benefits today

Staff retention and growth potential

clock 03 December 2021 • 5 min read
Jacqueline Lockie: Successful succession planning for advice firms

Your Business

Jacqueline Lockie: Successful succession planning for advice firms

'Set a date - a line in the sand'

clock 16 November 2021 • 4 min read
Terry Smith names potential Fundsmith successor

Investment

Terry Smith names potential Fundsmith successor

'Most' of the business will remain in current employees' hands

clock 04 March 2021 •
Brendan McCurdy: How do you maximise the value of your practice?

Adviser tips

Brendan McCurdy: How do you maximise the value of your practice?

Three areas to review

clock 11 June 2019 •
Schroders' Japanese equities veteran Andrew Rose to retire

Investment

Schroders' Japanese equities veteran Andrew Rose to retire

After nearly 40 years at Schroders

clock 07 February 2019 •
Tim Sargisson: Is financial planning facing a succession crisis?

Business models

Tim Sargisson: Is financial planning facing a succession crisis?

Three shifts in sector

clock 22 January 2019 •
Fidelity's Ian Spreadbury to retire

Investment

Fidelity's Ian Spreadbury to retire

Will step down at the end of 2018

clock 01 October 2018 •
Profession's collaboration 'powerful' in attracting young talent

Investing in the profession

Profession's collaboration 'powerful' in attracting young talent

‘Future of Advice’ student placement project

clock 06 August 2018 •
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