professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Topics

    Choose a topic below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Month in Review
  • Your Business
    • Recruitment
    • Platforms
    • Education
    • Technology
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • More

    Authors

    • Hope William-Smith
    • Jenna Brown
    • Sahar Nazir

    Content by subject

    • Business models
    • Companies
    • Equity release
    • Income
    • Succession planning

    Featured content

    • Cost of Living
    • Industry Voice
    • InvestmentIQ
    • Home of Family Office 

    Sister publications

    • BusinessGreen
    • COVER
    • International Investment
    • Investment Week
    • Professional Pensions
    • Sustainable Investment
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

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
123
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
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR.Registered in England and Wales with company registration numbers 09177174 & 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading