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Your Business

Small firm, weaker hand: The reality of selling a financial planning practice

Your Business

Small firm, weaker hand: The reality of selling a financial planning practice

'The strongest position is an attractive, prepared practice whose owner has choices'

clock 10 November 2026 • 4 min read
Adviser revenue remains main bonus metric at majority of large firms

Your Business

Adviser revenue remains main bonus metric at majority of large firms

Firms focused on organic growth but miss incentive opportunity

clock 10 November 2026 • 3 min read
Editor's View: When women come together

Your Business

Editor's View: When women come together

The editor's Friday Night Takeaway from 6 November

clock 06 November 2026 • 1 min read
Why low-cost AI still needs a human at the helm to save advisers from a PI claim

Your Business

Why low-cost AI still needs a human at the helm to save advisers from a PI claim

While useful for file checking, firms must know AI’s limits

clock 02 November 2026 • 4 min read
All the advice firm acquisitions that have taken place in 2026

Your Business

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

clock 02 November 2026 • 5 min read
Funding an advice firm acquisition and what lenders really want to see

Your Business

Funding an advice firm acquisition and what lenders really want to see

Lenders are not looking for a perfect firm

clock 29 October 2026 • 4 min read
Sell or grow? Navigating growth, succession and exit planning

Your Business

Sell or grow? Navigating growth, succession and exit planning

Act, do not procrastinate

clock 29 October 2026 • 3 min read
How advice firms can scale without losing their soul

Your Business

How advice firms can scale without losing their soul

'I have seen first-hand how scale also introduces complexity'

clock 26 October 2026 • 5 min read
The advice failures that happen between teams

Your Business

The advice failures that happen between teams

'Advice, technical work and administration support the client, while culture shapes what happens between them'

clock 15 October 2026 • 5 min read
Catalyst Partners on the advice market M&A continuum

Your Business

Catalyst Partners on the advice market M&A continuum

Acquirers eyeing £500m firms are ‘fishing in a very shallow pond’

clock 09 October 2026 • 8 min read
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