Wealth Adviser Daily Briefing: Tackling Adviser Succession
Michael Wursthorn | Wall Street Journal Online, March 2016
Read the article online >Summary: Succession is an issue for advisers and their clients nationwide at a time when the average age of registered investment advisers is estimated to be in the mid 50s, reports The Wall Street Journal. The problem is many independent advisers are the sole professionals in their firms and about 62% of those advisers don’t have a succession plan, according to Boston consulting firm Aite Group
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