Succession is more important now
Advisors are taking succession planning more seriously, but firms still have plenty to do to meet advisors’ expectations
BY R AMONA LEITAO
ADVISORS’ REPORT CARD
as financial advisors age and the financial advisory business continues to change, having a documented succession plan in place has become increasingly important for advisors.
In fact, the results of this year’s Report Card series, compared with those...
Read latest Investment Executive online.