 On the adviser side, I often hear that it's hard to find the right match, and they don't know how to structure a succession plan for their own circumstances. And on the industry side, I don't think the broker-dealers or custodians are doing enough to help them execute a plan. There's a lot that falls under the heading of succession planning, and advisers start to stumble because they can't figure it out."Todd Fulks, senior vice president of succession planning and acquisition, Advisor Group |
