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 >
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Due Diligence
Visit our new Due Diligence hub to access the due diligence reports for the Wealthtime and Wealthtime Select platforms.
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FAQs
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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.