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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
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....