succession planning

Mapping it out: Making a success of succession planning

Your Business

Mapping it out: Making a success of succession planning

Explore all the options when picking an exit strategy

clock 15 November 2022 • 4 min read
PA360 North: Only 12% of firms have a succession plan

Your Business

PA360 North: Only 12% of firms have a succession plan

‘Actually start thinking and documenting your thoughts’

clock 05 October 2022 • 2 min read
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

Investment

Terry Smith names potential Fundsmith successor

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

clock 04 March 2021 • 2 min read

Adviser tips

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

Three areas to review

clock 11 June 2019 • 5 min read

Investment

Schroders' Japanese equities veteran Andrew Rose to retire

After nearly 40 years at Schroders

clock 07 February 2019 • 2 min read

Business models

Tim Sargisson: Is financial planning facing a succession crisis?

Three shifts in sector

clock 22 January 2019 • 3 min read
Most read
01

SJP's succession: Five priorities for the next chief executive

02 June 2023 • 3 min read
02

A day in the life of an adviser: Chester-based Frederika Clay

02 June 2023 • 5 min read
03

Be careful what you wish for: LTA abolition concerns

02 June 2023 • 4 min read
04

Quirk in the rules: The tale of an ISA loophole for lucky kids

01 June 2023 • 3 min read
05

'Model behaviour' sees Quilter avoid penalty for Lighthouse/British Steel

01 June 2023 • 2 min read