What’s driving the sale of financial planning practices: a look at the data that tells the story

Financial services practice broker, Growth Focus, has compiled qualified data over the last three years looking at the reasons financial services practices sell. “Over the last decade, the reasons for selling a financial planning business have been consistent in their frequency with some notable trends developing in the past three years,” says Steven Fine, managing … Continue reading What’s driving the sale of financial planning practices: a look at the data that tells the story