How does the IFA acquisition process work?

Loading player...
The IFA market is packed with acquisitions, private equity money and consolidation. But how does the actual sale process break down? Joining us this week is Debbie Dry, acquisitions director at Loyal North, to walk us through the process, and tell selling firms what they should watch out for.
22 Jan 2024 English United Kingdom Business · Investing

Other recent episodes

How Columbia Threadneedle Investments delivers active investing at low cost

How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds. Richard Lander of Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris…
22 Jan 27 min