Succession

Jo-Anne Smithson: AI cannot manage conflicting desires

Advisers urged to include clients' families in meetings

Succession growth plans deliver Birmingham HQ

Succession gains £500m AUM with adviser acquisition

Succession hires acquisition director in growth drive

Paradigm Norton gains 9 planners in growth drive

Financial planner set to complete management buyout

How to plan for a low IHT bill

‘Financial advice is as much about emotion as calculation’

Succession gains £800m assets with six acquisitions

Preston adviser sells client book to Tenet

Tenet buys Preston adviser

Pension biggest asset in millionaires' divorces

Succession appoints risk officer ahead of SMCR

Succession adviser to lead CISI branch

Offering quality service is about making every client feel valued

Diary of an Adviser: Mark Rogers

Part of our succession planning is having me not do all the work

Succession ditches way it buys advice firms

Succession slashes losses