Adviser network ValidPath has today launched what's been called an 'e-Harmony-style' match-making Client Buyout Programme (CBO) to connect buyers of IFA firms in its network with advisers nationally looking to exit the profession and retire.
Network Validpath has appointed experienced professional Roger Perry to spearhead the expansion of its proposition for IFAs.
Only 9% of IFA firms are treating succession planning as a "central part" of their business strategy, according to a new report.
Tim Riseborough, chief operating officer of Rimbal and group operations director of ValidPath, has received authorisation from the FCA to join the board of ValidPath.