On Practice
‘It’s a different scale’: Koda deal won’t set industry standard
The Koda Capital deal with Emigrant Partners has brought attention back to the holy grail of wholesale advice, but Encore's Tom Reddacliff says this model won’t work for everyone. At Professional Planner's Licensee Summit he will be leading a panel on the merits of different advice models and the future of advice businesses.
Chris DastoorMay 20, 2022
