Ortus PSR Industry News

Welcome to the Ortus PSR Industry News page, where you can read up on all the latest news and developments from within the recruitment industry. Here, we take a deep dive into sector wide trends, explore the impact these have on the Wealth Management / Financial Planning professions and the broader job market, and give updates on the latest happenings at Ortus PSR and offerings from our business partners.

6 blog posts contain the tag Succession Planning

The Tech-Driven M&A Evolution in Financial Services

The Future of M&A in Financial Services: How Technology Is Reshaping the Next Five Years The financial services sector is on the brink of one of the most significant transformations in its history. A... read more...

Succession Planning

The Tech Advantage in Financial Services M&A

The Financial Advice Gap: Why Technology Is Now Central to M&A in Financial Services In today’s fast-paced economy, the financial services sector is undergoing profound transformation. One of the mos... read more...

Succession Planning

Financial Transparency When Selling Your IFA Business

Why is Financial Transparency Key to a Successful IFA Business Sale? When selling your IFA business, financial transparency plays a crucial role. Potential buyers will scrutinize your financial heal... read more...

Succession Planning

Is your Team ready for a sale?

Staffing your IFA firm Let’s dive into another key factor that can significantly impact the value of your business: a stable team. When buyers look at purchasing an IFA business, they aren’t just a... read more...

Succession Planning