With the FoFA reforms now live, there’s a lot of discussion lately around which financial planning assets are more attractive when considering either buying or selling, writes Malcolm Arnold, Head of Client Succession, MLC.
Successful, well-run and profitable practices tend to have four things in common, writes Malcolm Arnold
In selling or buying a client book, there are a number of key considerations financial planners should take into account, writes Malcolm Arnold.
One of the best ways of driving business value is specialisation and segmenting by client – and not product – writes Malcolm Arnold.
There are a number of timely considerations advisers should take into account when deciding to sell or buy a client base in the current market, writes Malcolm Arnold.
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