 The [succession planning] process can be especially difficult for those advisors with a unique specialization, diverse business lines, or a secluded location.”
Kenton Shirk, associate director at Cerulli Associates.
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A Third of Advisors Want to Retire in 10 Years
Tom Coyle | Financial Advisor IQ, February 2014
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Summary: It’s well known that the U.S. financial-advisor population is graying, but one research firm’s take on how soon many of them may be calling it quits could come as a shock. According to Cerulli Associates, almost a third of them plan to be out of the game by 2024. On average, financial advisors in this country are around 50, according to other industry studies.
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