succession planning

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

Investment

Fidelity's Ian Spreadbury to retire

Will step down at the end of 2018

clock 01 October 2018 • 3 min read

Investing in the profession

Profession's collaboration 'powerful' in attracting young talent

‘Future of Advice’ student placement project

clock 06 August 2018 • 3 min read

Adviser tips

David Beacham: Future-proof your practice

Planning to succeed

clock 30 May 2018 • 4 min read

Your profession

IFA urges fellow advisers to hold career talks in schools

After recently visiting a school

clock 28 July 2017 • 2 min read

Your profession

Navigating the world of succession planning - Filip Slipaczek

From a sole practitioner to a family partnership

clock 01 June 2017 • 3 min read

Your profession

St James's Place hires 35 more of its academy graduates

After two years of training

clock 10 May 2017 • 1 min read
Most read
01

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

08 December 2023 • 6 min read
02

2024 could see end of abnormal 'nirvana' period for MPS solutions

04 December 2023 • 2 min read
03

Low awareness of bond tax benefits 'a growing concern for advisers'

06 December 2023 • 2 min read
04

How blockchain can bring real-world benefits to pensions

07 December 2023 • 7 min read
05

Model portfolio services outperform adviser platform market

08 December 2023 • 1 min read