The IFA market is packed with acquisitions, private equity money and consolidation.
But how does the actual sale process break down?
Debbie Dry, acquisitions director at Loyal North, joins The Advice Show to explain the process and tell selling firms what to look out for.
Strategic minds, shared vision, and future-focused planning. This week, Loyal North held its bi-annual Directors’ Meeting, bringing together leaders from across the Loyal North Group.
The Fusion Series is a new webinar initiative designed to offer financial advisers a unique, behind-the-scenes look into the evolving world of portfolio management. Episode