TITLE

The line of Succession

AUTHOR(S)
Salih, Chris
PUB. DATE
July 2009
SOURCE
Money Marketing;7/30/2009, p15
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
44210895

 

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