Summary: In order for our industry to maintain the momentum it has built over the past few decades, we must work together to ensure advisers have the resources and information they need to develop and execute strong succession plans. This is not only a crucial priority for today's advisers and firms, but for their clients and the next generation of advisers, as well.
 When advisers feel more confident in their ability to craft a succession plan that accounts for the nuances of their individual situation in a comprehensive and strategic way, adviser engagement on this crucial challenge will only increase — and our industry and hard-working American investors will be better for it."Dale Brown is president and chief executive of the Financial Services Institute. |
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