Summary: Though the financial services industry has undergone a wave of head-turning transformations in recent years, spurred on, in part, by a mix of demographic trends, the looming threat of robo platforms and the increasingly complex regulatory environment, one issue remains as relevant today as it was 10 years ago: succession planning.
 The number of advisors who plan to leave the space and sell their books of business will likely only accelerate in the coming years. This is often a long, complicated and arduous process for even well seasoned, experienced professionals who have a succession plan. Don’t further complicate things by not having one."Steven Dudash , president, IHT Wealth Management, |
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