succession planning

HFMC Wealth acquires R&S Financial Planning in deal worth £145m

Your Business

HFMC Wealth acquires R&S Financial Planning in deal worth £145m

HFMC to welcome new clients with average portfolio size of £1.2m

clock 17 January 2023 • 2 min read
Titan Wealth acquires £750m AUA Kettering IFA in first deal of 2023

Your Business

Titan Wealth acquires £750m AUA Kettering IFA in first deal of 2023

Advice firm Telford Mann Pensions & Investments bought by consolidator

clock 03 January 2023 • 1 min read
Perspective acquires £115m firm; unveils four done deals for 2023

Your Business

Perspective acquires £115m firm; unveils four done deals for 2023

The acquisition of Hunter & Co is the national’s 12th deal this year

clock 15 December 2022 • 2 min read
Wren Sterling bolsters client assets by £270m in latest acquisition

Your Business

Wren Sterling bolsters client assets by £270m in latest acquisition

National IFA buys Knutsford-based firm Morfitt & Turnbull

clock 08 December 2022 • 1 min read
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
Most read
01

FCA plans 'new form of simplified advice' in advice/guidance review

08 December 2023 • 6 min read
02

Platforms facing 'heaps of adviser demands' in 'challenging market'

07 December 2023 • 3 min read
03

Nurturing trust and loyalty: The fourth pillar of Consumer Duty

08 December 2023 • 4 min read
04

Model portfolio services outperform adviser platform market

08 December 2023 • 1 min read
05

Somerset Capital Management to close after SJP redemptions

08 December 2023 • 1 min read