The real question to ask on advice firm M&A
Lee Robertson on taking the road less travelled when selling your practice, and the deal that nobody pitches you.
The Top Class Wednesday Update embraces both features and bugs
In this week’s TCWU Mark explores why advice complexity persists – and why it may be a feature, not a flaw.
Dispatches from the newest lang cat
Marketing and events cat Jamie reflects on a whirlwind first week and what he took away from his experience at New Blood.
The Top Class Wednesday Update rarely features in guidance class
This week, a thought experiment from Steve, and the visibility (or lack of it) of careers in financial planning.
Financial Planning LIVE: The handover
The latest set of intrepid planners who took on the challenge of Financial Planning LIVE. And they nailed it.
New Blood: A tale from both sides
The risks, but mostly the benefits, of attracting new talent to the profession – as told by one director and one new joiner.
New Blood 2: What’s on the agenda
Join us at New Blood 2: No Wrong Path to continue the conversation on new talent and showcasing financial planning to the next generation.
Notes and impressions from Financial Planning Live
HomeGame 5 saw our first theatre experiment, showing financial planning live and in high definition. Nicola and Jennifer Ellis share what the process was like.
HomeGame 5: What’s on the agenda
A deep dive into what to expect at HomeGame 5 – now officially CPD certified.
Does your firm need a CTO?
Are chief technology officers set to become the next must-have role in advice? And what’s more important – cool tech or provider basics?
