Exiting an advice business

FTAdviser Podcast

English - August 07, 2023 09:48 - 29 minutes - 326 MB
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Previous Episode: How do private assets fit into an investment portfolio?

Next Episode: Understanding how to build a thematic investment approach

It is no secret that the adviser population is maturing. But what do advisers need to know about passing on their business in the current market? We speak to Victoria Hicks, managing director of The Exit Partnership, and Kanishk Swarup, founder of Compound Wealth Planning, to find out.

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