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Which consolidator has the winning model?

As consolidators continue to acquire advice firms, analysts are assessing the financial position of key firms in the market to see how long the buying spree can continue. Aim-listed AFH continues to lead the way in volume of acquisitions, with 14 in the year to October 2017, its recently released accounts show, and eight so […]

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Profit remains elusive for provider-owned platforms

Platforms that started life as part of a larger investment or pension provider still struggle to make a profit when compared to start-ups, research from Altus Consulting shows. In a new white paper, Altus says the key to the “pure” platforms’ success – those that did not start as part of a life company, for […]

Advice firm partners with university to tackle recruitment challenge

Bournemouth-based IFA Kevin Forbes of Strategic Solutions has partnered with consultants from Simplify Consulting, representatives of Bournemouth University and other IFAs to launch a student placement programme to encourage young people to join the profession. The “plug and play” initiative Future of Advice is aiming to get 10 students each year placed in advice firms […]

Something chronic

Amanda Docherty, Senior Marketing Consultant, Royal London  I’ve just returned from a mini-break in Tenerife. Twenty girls on a hen weekend, so you can imagine there was a fair bit of eating, drinking and dancing. Although we did squeeze in a water park, boat trip and paddle boarding. It’s all about the balance!  There were a […]

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