FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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What's in a name?
'Safe' withdrawal rates?
'Beyond blue ticks'
'You need to take PROD seriously'
Including five tips
Industry experts share their views
'A continuation of strategy'
As Fairstone marks its tenth year in the consolidation market, Jenna Brown talks to chief executive Lee Hartley about his steep acquisition learning curve, what the future holds for advice practices and his deal of the decade
Months for responses
'Big in 10 years'