 Their best chance at keeping those assets is helping the next generation of planners to develop and help place them in their clients' firms for an internal succession."Caleb Brown, partner at New Planner Recruiting LLC. |
Custodians Invest in Colleges to Breed New Advisers
Caitlin Nish | Wall Street Journal, October 2013
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Summary: The effort to groom more financial advisers at colleges, instead of relying on retail brokerages' training programs, has won support from the deep-pocketed companies that serve as custodians for registered investment advisers.
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