A practical lens for leaders navigating integration
'Financial strength due diligence should not be viewed as a one-off exercise completed during selection'
The editor's Friday Night Takeaway from 7 August
‘Getting the certification was a huge achievement’
'It's every advice business owner's nightmare'
Keeping track of the ongoing consolidation in the advice industry
The editor's Friday Night Takeaway from 31 July
'September is a starting point, not the finish line'
'This is as much a perception challenge as a pipeline one'