 While there is no substitute for comprehensive succession planning, we recognize that for many RIA firm leaders, this longer-term planning is a process that requires time."David Canter, executive vice president and head of practice management and consulting at Fidelity Institutional Wealth Services. |
New Fidelity® Research Shows That Two-Thirds of Advisors Don't Have Succession Plans in Place
Fidelity, November 2013
Read the article online >Summary: Fidelity Institutional Wealth Services, a division of Fidelity Investments®, today unveiled new research from the 2013 Fidelity RIA Benchmarking Study that found two-thirds of participating firms (67 percent) reported they don’t have a succession plan ready for implementation
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