Adviser Hub
A content hub with advisers in mind
Keep reading for upcoming events, documents, videos and blogs designed to offer expert insight and opinions, as well as handy resources for our platforms.
Succession planning in an age of employees
Every month Wealthtime speaks to hundreds of advice professionals and a persistent theme that seems to be exercising the minds of those who have been in the profession a while is this:
How do we make sure advice as a business is attractive enough for the next generation of advisers to take over when the time comes to exit?
With the help of Octo Insights and Octo Members we ran a series of focus groups with financial advisers on either side of the mooted generational divide to canvas their thoughts.
This report includes:
- verbatim responses from today’s business owners and covers topics including their route to business ownership
- the hurdles faced by the next generation
- the cultural differences they see between the adviser generations and ultimately what that may mean for future service expectations.
To view the full report, complete this short form >
Events
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Due Diligence
Visit our new Due Diligence hub to access the due diligence reports for the Wealthtime and Wealthtime Classic platforms.
FAQs
No, we don’t offer advice. Any client looking to use our service should contact a financial adviser to find out if our platforms are right for them.
Wealthtime is owned by AnaCap Financial Partners, a leading private equity firm that’s been investing in the European and UK financial services sector for 15 years.
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