The line of Succession

Salih, Chris
July 2009
Money Marketing;7/30/2009, p15
The article focuses on the new consolidation vehicle of former Thinc chief executive officer Simon Chamberlain. It mentions that Succession Advisory Services will allow independent financial advisers (IFA) to focus on their clients and outsource their investment processes. It also adds that Succession looks for 85 progressive firms that want to move to a holistic environment with a regional client base to be part of them.


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