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

Franklin Templeton launches enhanced indexing equity fund range for UK investors

Risk Warning Review plans aim to address 'negative framing' of investing

Equity fund outflows hit £1.44bn during war-torn March

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Are AI tools the new robo advisers?

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

Advisers on Iran war: 'My advice goes well beyond just saying don't panic'