Industry Voice: Buying or selling a book? 7 essential tips from the field

As a seller, how do you maximise the value of your book? And as a buyer, how do you assess the right fit? Rich Poulin, a seasoned professional, discusses the success stories, and the cautionary tales, advisers are talking about.

Read our latest article on BMO Adviser Edge to discover the 7 tips from the field, while earning structured CPD.

Industry Voice: Buying or selling a book? 7 essential tips from the field

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Author spotlight

BMO Global Asset Management

More from BMO Global Asset Management

More on Investment

Could investment managers be replaced by AI? Is it time to become a plumber?

Adapting portfolios for a more fragile world

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Standard Life/Aegon UK deal signals provider 'shrinkflation' as advisers await impact

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Advisers warned against 'cost-saving' exercises as FCA proposes ditching annual suitability requirement