Summary: According to our most recent RIA benchmarking study, a few obstacles abound for owners when it comes to realizing the value of their firms. The first is the lack of available and skilled talent to innovate and lead many of these businesses going forward – just 27 percent of firms we surveyed have next-gen owners in place.
 So given the demographics of the founders of many independent advisory firms today, the time is now to plan for the legacy of an enduring business. In keeping with my physician/advisor analogy, I will say: Advisor, heal thyself.”David Canter, Executive Vice President, Practice Management & Consulting, Fidelity Clearing & Custody Solutions. |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?
