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October 8, 2021
UK advice firm names PFS president as chief growth officer, while wealth manager makes c-suite change
October 7, 2021
Dawn Walker-Bennett, the former head of business development for AFH Wealth Management, has joined IFA Acquisitions. Her focus at IFA Acquisitions will be to help business owners looking to exit the industry. To do so, she will assist them throughout the succession planning process.
October 7, 2021
Good morning and welcome to your Morning Briefing for Thursday 7 October, 2021. To get this in your inbox every morning click here. Succession planning It is no secret the average age of advisers is 50 plus and succession planning can be complex. One story that emerged this morning is Dawn Walker-Bennett, the former