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It’s becoming more common that the valuation of an advice business is strongly influenced by the sophistication of intergenerational planning. Next gen clients and intergenerational financial planning can't be ignored.
Study after study shows men are more likely to apply for roles for which they do not have adequate experience. Women generally will not. So the trainees we are now bringing in have got the job because they have the intellect to do it, adaptability and empathy, not because they have the best degree.
When I wrote a recent piece on how to encourage young women into financial planning, it gave me food for thought. I had spoken to Saltus financial adviser Megan Jenkins regarding her experience of entering the profession and something she said about having studied economics and finance jumped out at me. Jenkins took
The environmental, social and governance (ESG) metric is, to say the least, controversial. I would even say it is a nebulous concept. But ESG investors have a role in scrutinising asset managers to make sure a fund does what it says on the tin.
Aviva’s move to acquire Succession Wealth in a deal worth a healthy £385m prompted more talk of consolidation and vertical integration in the advice space. Consolidators buying other advice firms is common practice, but it’s a bit more unusual when a consolidator becomes an acquisition target itself.