KATIE JOHNSTON
Financial planning
As planners may struggle to obtain finance to buy new practices, vendor finance may be a solution, according to a law firm....
Financial planning
The buyer of last resort process is more complicated than advisers might expect as some licensees are focusing on where they can manoeuvre away from the agreed valuation,...
Financial planning
Advisers are in a position to demand more stringent warranties when they are looking to buy portfolios, The Fold Legal believes....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...