The latest succession-planning news for financial advisers and intermediaries from Professional Adviser

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

15 December 2022 • 2 min read

National IFA buys Knutsford-based firm Morfitt & Turnbull

08 December 2022 • 1 min read

Explore all the options when picking an exit strategy

15 November 2022 • 4 min read

‘Actually start thinking and documenting your thoughts’

05 October 2022 • 2 min read

Underserved younger demographic

22 June 2022 • 2 min read

‘Unlocking the inheritance economy’

27 January 2022 • 2 min read

Staff retention and growth potential

03 December 2021 • 5 min read

'Set a date - a line in the sand'

16 November 2021 • 4 min read

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

04 March 2021 • 2 min read

Three areas to review

11 June 2019 • 5 min read

succession planning