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Good morning and welcome to your Morning Briefing for Thursday 30 March, 2023. To get this in your inbox every morning click here. IFA acquisition doubles Acquisition activity has increased significantly, nearly doubling in number from 54 deals in 2021 to 101 in 2022, a new report by NextWealth has found. Based on
Good morning and welcome to your Morning Briefing for Tuesday 24 January, 2023. To get this in your inbox every morning click here. Vertical integration in education fails As a new graduate or a career changer, I need to choose the ‘team’ with which I am going to complete my diploma, my advanced qualifications and
In a recent column, new financial planner Tom Redmayne wrote about the silence around how new advisers get clients. Redmayne differentiates between advisers given a client bank when they join an advice firm – farmers - and those who generate at least some new business for themselves – hunters.