In This Issue . Fringe Buyers May Return to the Centre In this issue, we look at what happens when the so called fringe of financial planning starts to re centre itself. For years, consolidation, vertical integration, and the pursuit of scale have dominated the headlines. Controversially, the heart of financial planning, the interpersonal, values […]
Welcome to The Plot, our bi-weekly periodical designed to empower wealth management executives. Through a structured essay series, The Plot aims to inform and empower owners / managers to take greater control over their business exits. Each issue delivers actionable insights and strategies drawn from real-world M&A experiences, specifically curated for managers contemplating or actively […]
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