Our regular round-up of the latest insights on investment distribution

The adviser’s succession dilemma

Sell out to a consolidator, merge with a likeminded competitor or help the next generation within the firm to buy you out? Put crudely, these are generally the main choices facing a few thousand owners of adviser businesses who are now in their 50s or older....

Digital Mindset

Jeremy: In terms of your own personal investment journey, can you pick out any areas that have changed as a result of digitalisation? Ashley: I have an IFA and various investments that are largely managed on the Transact platform though I also use Hargreaves...